Literature and Forms

Fact Sheets and Performance Profiles
Showing 1 through 100 out of 199 total documents
Literature and Forms
Document Name Name / As of Description As Of Actions
Performance Profile: Core Aggregate SMA
December 31 2023
Summary of the strategy, including investment philosophy, investment process and additional strategy information.
December 31 2023
Performance Profile: Core Plus SMA
December 31 2023
Summary of the strategy, including investment philosophy, investment process and additional strategy information.
December 31 2023
Performance Profile: MDT Large Cap Growth SMA 
December 31 2023
Summary of the strategy, including investment philosophy, investment process and additional strategy information.
December 31 2023
Performance Profile: MDT Small Cap Growth SMA 
December 31 2023
Summary of the strategy, including investment philosophy, investment process and additional strategy information.
December 31 2023
Performance Profile: Kaufmann Large Cap Growth SMA
December 31 2023
Summary of the strategy, including investment philosophy and additional strategy information.
December 31 2023
Performance Profile: Global Strategic Value Dividend SMA
December 31 2023
Summary of the strategy, including investment philosophy, investment process and additional strategy information.
December 31 2023
Performance Profile: International Strategic Value Dividend ADR SMA
December 31 2023
Summary of the strategy, including investment philosophy, investment process and additional strategy information.
December 31 2023
Performance Profile: MDT Large Cap Value SMA
December 31 2023
Summary of the strategy, including investment philosophy, investment process and additional strategy information.
December 31 2023
Performance Profile: MDT All Cap Core SMA 
December 31 2023
Summary of the strategy, including investment philosophy, investment process and additional strategy information.
December 31 2023
Performance Profile: Intermediate Government Credit Plus SMA
December 31 2023
Summary of the strategy, including investment philosophy, investment process and additional strategy information.
December 31 2023
Performance Profile: Government Credit SMA
December 31 2023
Summary of the strategy, including investment philosophy, investment process and additional strategy information.
December 31 2023
Performance Profile: Government Credit with MAPs SMA
December 31 2023
Summary of the strategy, including investment philosophy, investment process and additional strategy information.
December 31 2023
Performance Profile: Intermediate Government Credit A or Better SMA
December 31 2023
Summary of the strategy, including investment philosophy, investment process and additional strategy information.
December 31 2023
Performance Profile: Intermediate Municipal SMA
December 31 2023
Summary of the strategy, including investment philosophy, investment process and additional strategy information.
December 31 2023
Performance Profile: International Strategic Value Dividend with MAP SMA
December 31 2023
Summary of the strategy, including investment philosophy, investment process and additional strategy information.
December 31 2023
Performance Profile: MDT Mid Cap Growth SMA
December 31 2023
Summary of the strategy, including investment philosophy, investment process and additional strategy information.
December 31 2023
Performance Profile: MDT Small Cap Core SMA
December 31 2023
Summary of the strategy, including investment philosophy, investment process and additional strategy information.
December 31 2023
Performance Profile: Strategic Value Dividend SMA
December 31 2023
Summary of the strategy, including investment philosophy, investment process and additional strategy information.
December 31 2023
Performance Profile: Corporate Bond Ladders SMA
December 31 2023
Summary of the strategies, including investment philosophy, investment process and additional strategy information.
December 31 2023
Performance Profile: Intermediate Government Credit SMA
December 31 2023
Summary of the strategy, including investment philosophy, investment process and additional strategy information.
December 31 2023
Performance Profile: CW Henderson Ultrashort Municipal SMA
December 31 2023
Summary of the strategy, including investment philosophy, investment process and additional strategy information. 
December 31 2023
Performance Profile: CW Henderson Intermediate Municipal SMA
December 31 2023
Summary of the strategy, including investment philosophy, investment process and additional strategy information. 
December 31 2023
Performance Profile: Global Equity Low Carbon SMA 
December 31 2023
Summary of the strategy, including investment philosophy, investment process and additional strategy information.
December 31 2023
Performance Profile: Clover Balanced SMA
December 31 2023
Summary of the strategy, including investment philosophy, investment process and additional strategy information.
December 31 2023
Performance Profile: Clover All Cap Value SMA
December 31 2023
Summary of the strategy, including investment philosophy, investment process and additional strategy information.
December 31 2023
Performance Profile: U.S. SMID SMA 
December 31 2023
Summary of the strategy, including investment philosophy, investment process and additional strategy information.
December 31 2023
Performance Profile: Growth and Income SMA
December 31 2023
Summary of the strategy, including investment philosophy, investment process and additional strategy information.
December 31 2023
Performance Profile: International ADR SMA
December 31 2023
Summary of the strategy, including investment philosophy, investment process and additional strategy information.
December 31 2023
Performance Profile: MDT Small Cap Value SMA 
December 31 2023
Summary of the strategy, including investment philosophy, investment process and additional strategy information.
December 31 2023
Performance Profile: MDT Tax Aware All Cap Core SMA 
December 31 2023
Summary of the strategy, including investment philosophy, investment process and additional strategy information.
December 31 2023
Product Profile: Ultrashort Bond Fund
December 31 2023
Quarterly, in-depth review of Federated Hermes Ultrashort Bond Fund performance, characteristics and investment process.
December 31 2023
Product Profile: Intermediate Corporate Bond Fund
December 31 2023
Quarterly in-depth review of Federated Hermes Intermediate Corporate Bond Fund performance, characteristics and investment process.
December 31 2023
Performance Profile: Clover Small Cap Value SMA
December 31 2023
Summary of the strategy, including investment philosophy, investment process and additional strategy information.
December 31 2023
Product Profile: MDT All Cap Core Fund
December 31 2023
Quarterly in-depth review of Federated Hermes MDT All Cap Core Fund performance, characteristics and investment process.
December 31 2023
Product Profile: MDT Small Cap Core Fund
December 31 2023
Quarterly in-depth review of Federated Hermes MDT Small Cap Core Fund performance, characteristics and investment process.
December 31 2023
Product Profile: Strategic Value Dividend Fund
December 31 2023
Quarterly, in-depth review of Strategic Value Dividend Fund performance, characteristics and investment process.
December 31 2023
Product Profile: MDT Large Cap Growth Fund
December 31 2023
Quarterly in-depth review of Federated Hermes MDT Large Cap Growth Fund performance, characteristics and investment process.
December 31 2023
Product Profile: Corporate Bond Fund
December 31 2023
Quarterly in-depth review of Federated Hermes Corporate Bond Fund performance, characteristics and investment process.
December 31 2023
Product Profile: MDT Mid Cap Growth Fund
December 31 2023
Quarterly in-depth review of Federated Hermes MDT Mid Cap Growth Fund performance, characteristics and investment process.
December 31 2023
Product Profile: Institutional High Yield Bond Fund
December 31 2023
Quarterly in-depth review of Federated Hermes Institutional High Yield Bond Fund performance, characteristics and investment process.
December 31 2023
Product Profile: Strategic Income Fund
December 31 2023
Quarterly in-depth review of Federated Hermes Strategic Income Fund performance, characteristics and investment process.
December 31 2023
Product Profile: Total Return Bond Fund
December 31 2023
Quarterly in-depth review of Federated Hermes Total Return Bond Fund performance, characteristics and investment process.
December 31 2023
Product Profile: Kaufmann Small Cap Fund
December 31 2023
Quarterly, in-depth review of Federated Hermes Kaufmann Small Cap Fund performance, characteristics and investment process.
December 31 2023
Product Profile: Kaufmann Fund
December 31 2023
Quarterly, in-depth review of Federated Hermes Kaufmann Fund performance, characteristics and investment process.
December 31 2023
SDG Engagement Equity Fund - Investor Fact Sheet
December 31 2023
Quarterly performance piece featuring the fund's total returns, portfolio composition and additional information.
December 31 2023
SDG Engagement High Yield Credit Fund - Investor Fact Sheet
December 31 2023
Quarterly performance piece featuring the fund's total returns, portfolio composition and additional information.
December 31 2023
U.S. SMID Fund - Investor Fact Sheet
December 31 2023
Quarterly performance piece featuring the fund's total returns, portfolio composition and additional information.
December 31 2023
U.S. Treasury Cash Reserves (ADM) - Investor Fact Sheet
December 31 2023
Quarterly performance piece featuring the fund's total returns, portfolio composition and additional information.
December 31 2023
U.S. Treasury Cash Reserves (ADV) - Investor Fact Sheet
December 31 2023
Quarterly performance piece featuring the fund's total returns, portfolio composition and additional information.
December 31 2023
U.S. Treasury Cash Reserves (IS Shares) - Investor Fact Sheet
December 31 2023
Quarterly performance piece featuring the fund's total returns, portfolio composition and additional information.
December 31 2023
U.S. Treasury Cash Reserves (PRM) - Investor Fact Sheet
December 31 2023
Quarterly performance piece featuring the fund's total returns, portfolio composition and additional information.
December 31 2023
U.S. Treasury Cash Reserves (SEL) - Investor Fact Sheet
December 31 2023
Quarterly performance piece featuring the fund's total returns, portfolio composition and additional information.
December 31 2023
U.S. Treasury Cash Reserves (SS Shares) - Investor Fact Sheet
December 31 2023
Quarterly performance piece featuring the fund's total returns, portfolio composition and additional information.
December 31 2023
Adjustable Rate Fund - Investor Fact Sheet
December 31 2023
Quarterly performance piece featuring the fund's total returns, portfolio composition and additional information.
December 31 2023
California Municipal Cash Trust (CAP Shares) - Investor Fact Sheet
December 31 2023
Quarterly performance piece featuring the fund's total returns, portfolio composition and additional information.
December 31 2023
California Municipal Cash Trust (CII Shares) - Investor Fact Sheet
December 31 2023
Quarterly performance piece featuring the fund's total returns, portfolio composition and additional information.
December 31 2023
California Municipal Cash Trust (CS Shares) - Investor Fact Sheet
December 31 2023
Quarterly performance piece featuring the fund's total returns, portfolio composition and additional information.
December 31 2023
California Municipal Cash Trust (SS Shares) - Investor Fact Sheet
December 31 2023
Quarterly performance piece featuring the fund's total returns, portfolio composition and additional information.
December 31 2023
California Municipal Cash Trust (WS Shares) - Investor Fact Sheet
December 31 2023
Quarterly performance piece featuring the fund's total returns, portfolio composition and additional information.
December 31 2023
Capital Income Fund - Investor Fact Sheet
December 31 2023
Quarterly performance piece featuring the fund's total returns, portfolio composition and additional information.
December 31 2023
Capital Preservation Fund (IP Shares) - Investor Fact Sheet
December 31 2023
The fact sheets provide summary information regarding the collective investment funds on a quarterly basis, including with respect to total returns, top ten holdings, and other portfolio information.
December 31 2023
Capital Preservation Fund (ISP Shares) - Investor Fact Sheet
December 31 2023
The fact sheets provide summary information regarding the collective investment funds on a quarterly basis, including with respect to total returns, top ten holdings, and other portfolio information.
December 31 2023
Capital Preservation Fund (R6 Shares) - Investor Fact Sheet
December 31 2023
The fact sheets provide summary information regarding the collective investment funds on a quarterly basis, including with respect to total returns, top ten holdings, and other portfolio information.
December 31 2023
Capital Preservation Fund (RP Shares) - Investor Fact Sheet
December 31 2023
The fact sheets provide summary information regarding the collective investment funds on a quarterly basis, including with respect to total returns, top ten holdings, and other portfolio information.
December 31 2023
Capital Preservation Fund (SP Shares) - Investor Fact Sheet
December 31 2023
The fact sheets provide summary information regarding the collective investment funds on a quarterly basis, including with respect to total returns, top ten holdings, and other portfolio information.
December 31 2023
Capital Preservation Fund (YP Shares) - Investor Fact Sheet
December 31 2023
The fact sheets provide summary information regarding the collective investment funds on a quarterly basis, including with respect to total returns, top ten holdings, and other portfolio information.
December 31 2023
Capital Reserves Fund - Investor Fact Sheet
December 31 2023
Quarterly performance piece featuring the fund's total returns, portfolio composition and additional information.
December 31 2023
Clover Small Value Fund - Investor Fact Sheet
December 31 2023
Quarterly performance piece featuring the fund's total returns, portfolio composition and additional information.
December 31 2023
Conservative Microshort Fund - Investor Fact Sheet
December 31 2023
Quarterly performance piece featuring the fund's total returns, portfolio composition and additional information.
December 31 2023
Conservative Municipal Microshort Fund - Investor Fact Sheet
December 31 2023
Quarterly performance piece featuring the fund's total returns, portfolio composition and additional information.
December 31 2023
Core Bond Fund - Investor Fact Sheet
December 31 2023
Quarterly performance piece featuring the fund's total returns, portfolio composition and additional information.
December 31 2023
Corporate Bond Fund - Investor Fact Sheet
December 31 2023
Quarterly performance piece featuring the fund's total returns, portfolio composition and additional information.
December 31 2023
Emerging Market Debt Fund - Investor Fact Sheet
December 31 2023
Quarterly performance piece featuring the fund's total returns, portfolio composition and additional information.
December 31 2023
Emerging Markets Equity Fund - Investor Fact Sheet
December 31 2023
Quarterly performance piece featuring the fund's total returns, portfolio composition and additional information.
December 31 2023
Equity Income Fund, Inc. - Investor Fact Sheet
December 31 2023
Quarterly performance piece featuring the fund's total returns, portfolio composition and additional information.
December 31 2023
Floating Rate Strategic Income Fund - Investor Fact Sheet
December 31 2023
Quarterly performance piece featuring the fund's total returns, portfolio composition and additional information.
December 31 2023
Fund for U.S. Government Securities - Investor Fact Sheet
December 31 2023
Quarterly performance piece featuring the fund's total returns, portfolio composition and additional information.
December 31 2023
Global Allocation Fund - Investor Fact Sheet
December 31 2023
Quarterly performance piece featuring the fund's total returns, portfolio composition and additional information.
December 31 2023
Global Equity Fund - Investor Fact Sheet
December 31 2023
Quarterly performance piece featuring the fund's total returns, portfolio composition and additional information.
December 31 2023
Global Total Return Bond Fund - Investor Fact Sheet
December 31 2023
Quarterly performance piece featuring the fund's total returns, portfolio composition and additional information.
December 31 2023
Government Income Fund - Investor Fact Sheet
December 31 2023
Quarterly performance piece featuring the fund's total returns, portfolio composition and additional information.
December 31 2023
Government Income Securities, Inc. - Investor Fact Sheet
December 31 2023
Quarterly performance piece featuring the fund's total returns, portfolio composition and additional information.
December 31 2023
Government Obligations Fund (ADM) - Investor Fact Sheet
December 31 2023
Quarterly performance piece featuring the fund's total returns, portfolio composition and additional information.
December 31 2023
Government Obligations Fund (AVR Shares) - Investor Fact Sheet
December 31 2023
Quarterly performance piece featuring the fund's total returns, portfolio composition and additional information.
December 31 2023
Government Obligations Fund (CAP Shares) - Investor Fact Sheet
December 31 2023
Quarterly performance piece featuring the fund's total returns, portfolio composition and additional information.
December 31 2023
Government Obligations Fund (CII Shares) - Investor Fact Sheet
December 31 2023
Quarterly performance piece featuring the fund's total returns, portfolio composition and additional information.
December 31 2023
Government Obligations Fund (CS Shares) - Investor Fact Sheet
December 31 2023
Quarterly performance piece featuring the fund's total returns, portfolio composition and additional information.
December 31 2023
Government Obligations Fund (IS Shares) - Investor Fact Sheet
December 31 2023
Quarterly performance piece featuring the fund's total returns, portfolio composition and additional information.
December 31 2023
Government Obligations Fund (PRM Shares) - Investor Fact Sheet
December 31 2023
Quarterly performance piece featuring the fund's total returns, portfolio composition and additional information.
December 31 2023
Government Obligations Fund (SDG Shares) - Investor Fact Sheet
December 31 2023
Quarterly performance piece featuring the fund's total returns, portfolio composition and additional information.
December 31 2023
Government Obligations Fund (SS Shares) - Investor Fact Sheet
December 31 2023
Quarterly performance piece featuring the fund's total returns, portfolio composition and additional information.
December 31 2023
Government Obligations Fund (Select Shares) - Investor Fact Sheet
December 31 2023
Quarterly performance piece featuring the fund's total returns, portfolio composition and additional information.
December 31 2023
Government Obligations Fund (TR Shares) - Investor Fact Sheet
December 31 2023
Quarterly performance piece featuring the fund's total returns, portfolio composition and additional information.
December 31 2023
Government Obligations Tax-Managed Fund (AS) - Investor Fact Sheet
December 31 2023
Quarterly performance piece featuring the fund's total returns, portfolio composition and additional information.
December 31 2023
Government Obligations Tax-Managed Fund (IS Shares) - Investor Fact Sheet
December 31 2023
Quarterly performance piece featuring the fund's total returns, portfolio composition and additional information.
December 31 2023
Government Obligations Tax-Managed Fund (SS Shares) - Investor Fact Sheet
December 31 2023
Quarterly performance piece featuring the fund's total returns, portfolio composition and additional information.
December 31 2023
Government Reserves Fund (A Shares) - Investor Fact Sheet
December 31 2023
Quarterly performance piece featuring the fund's total returns, portfolio composition and additional information.
December 31 2023
Government Reserves Fund (C Shares) - Investor Fact Sheet
December 31 2023
Quarterly performance piece featuring the fund's total returns, portfolio composition and additional information.
December 31 2023
Government Reserves Fund (F Shares) - Investor Fact Sheet
December 31 2023
Quarterly performance piece featuring the fund's total returns, portfolio composition and additional information.
December 31 2023
Government Reserves Fund (P Shares) - Investor Fact Sheet
December 31 2023
Quarterly performance piece featuring the fund's total returns, portfolio composition and additional information.
December 31 2023
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