Literature and Forms

MDT ETF Suite Document

The paper discusses the relationship between a company’s age and stock returns.

The Federated Hermes Inflation Dashboard is a snapshot of U.S. inflation. The dashboard’s indicators work together to create a more comprehensive picture of inflation’s trajectory on a monthly basis rather than relying just on the Federal Reserve’s preferred inflation metric, Core Personal Consumption Expenditures.

Despite near-constant advances in artificial intelligence, it remains unclear who the ultimate winners of the AI race will be — and what those products and businesses will look like.

A severe austerity package has helped tame the country’s chronic inflation crisis.

Provides a high level overview of our active ETF offerings

A discussion of how quant strategies have evolved over recent decades and been enhanced by advances in technology.

Highlight of dividend histories and dividend status of dividend-paying companies in the U.S. Strategic Dividend ETF portfolio.

Highlight of yields, dividend histories and dividend status of dividend-paying companies in the International Strategic Value Dividend SMA portfolio.

Highlight of yields, dividend histories and dividend status of dividend-paying companies in International Strategic Value Dividend Fund's portfolio.

Highlight of yields, dividend histories and dividend status of dividend-paying companies in the International Strategic Value Dividend with MAP SMA portfolio.

Highlight of yields, dividend histories and dividend status of dividend-paying companies in the Strategic Value Dividend SMA portfolio.

Highlight of yields, dividend histories and dividend status of dividend-paying companies in Strategic Value Dividend Fund's portfolio.

The team's latest thoughts on dividend investing and the broad equity market.

Dividend strategies are a time-tested addition to the equity strategies commonly incorporated into a diversified portfolio.

The current market environment has forced some managers to balance concentration risk, tracking error and active risk exposures. Over the last several years, managers with lower active share in the large-capitalization growth space generally outperformed those with higher active share.

Discussion of artificial intelligence and machine learning 

Firm Overview of MDT Advisers

An overview of frequently asked questions about tender offer fund vehicles.

The value of asset-backed securities in low duration portfolios.

Q&A: How trade finance plays a key role in multi-asset portfolios

Brochure featuring Federated Hermes' Kaufmann intensive, bottom-up focus on growth.

Federated Hermes International Leaders Fund Quarterly Review

MDT has demonstrated low correlations to the major asset classes for the three-plus years it has been managing the fund.

Investment Case for Mid Cap Stocks and Mid Cap Growth Fund

Microshort funds can provide an attractive way to extend duration beyond bank products for those comfortable with some NAV volatility.

Operational Guidelines

We believe the fund currently offers an opportunity for income at an attractive valuation

Holdings for International Leaders ADR SMA.

Reasons to own Federated Hermes Prudent Bear Fund

Federated Hermes CW Henderson. A division of Federated Investment Counseling.

Investment case for the Federated Hermes MDT Balanced Fund

Advisors and investors want to be confident that their managers’ performance is driven by skill, not chance, and that results can be delivered consistently. Federated Hermes MDT Advisers employs a systematic, repeatable process built on well-tested metrics believed to be predictive of a stock’s future performance. MDT funds offer a history of outperformance driven by this process.

Build your core with a diversified US equity portfolio built from the bottom up that is designed to respond to opportunities amid changing marketing conditions.

Highlight of yields, dividend histories and dividend status of dividend-paying companies in the Global Strategic Value Dividend SMA portfolio.

An illustration of the Strategic Value Dividend Fund's longstanding ability to deliver on the power of dividend investing.

Snapshot with key statistics on Federated Hermes' money market funds: assets by fund type, industry standings and leadership record.

Short Duration Corporate ETF Investment Case

Diversify portfolio risk with a flexible core-plus approach

Short Duration High Yield ETF Investment Case

Kaufmann IPO update

Sector allocation update - Purusing alpha through a consistent, risk-managed process

Tax advantage investing using the Federated Hermes Muni and Stock Advantage Fund

Investment Case Federated Hermes Total Return Bond Fund

Investment case for the Federated Hermes Global Allocation Fund.

We believe the strategy currently offers an opportunity for income at an attractive valuation

Investment case for the Federated Hermes Capital Income Fund

Ultrashort bond funds can provide an attractive complement to cash and money market investments by offering a potential yield advantage in exchange for some share price fluctuation.

MDT Market Neutral Fund Performance Update

Quarterly in-depth review of Federated Hermes Total Return Bond Collective Investment Fund performance, characteristics and investment process.

Federated Hermes Kaufmann Small Cap Fund Holdings - Seeking growth through IPOs and innovation

Quarterly update listing Federated Hermes 5-star and 4-star Morningstar funds.

This introductory document describes the SDG Shares of GOF and the features associated with the share class. 

Debunks common misconceptions about ETF trading volume and liquidity.

Tracking key historic recession indicators and comparing to current data

Changes in fixed-income index returns based on 50 basis point moves in interest rates up or down.

A beacon of innovation in the money markets: 50 years of evolving to meet investor's changing needs

Emerging Market Debt Q1 Report 2025 outlook and analysis

A tax-sensitive investor faces a never-ending choice of moving back and forth between taxable and tax-free products or committing to a tax-free product over time.

Which investment vehicle is right for you?

Direct Filing Entity Notification

Federated Hermes CW Henderson Opportunities beyond tax-free income with tax-loss harvesting

Considerations for investors in choosing a large cap core benchmark.

Over Time, Investing in the Stock Market Has Paid Off

Certificates of deposit: The real outcome

The Federated Hermes Approach to Managing Fixed-Income Investments

Discussion of how long-term fundamentals are crucial, but information may potentially be gleaned from short-term market trends to address near-term performance.

A discussion on the role of high yield municipal bonds in a fixed income portfolio.

A brief look at the investment team, objective, philosophy, and investment process behind Strategic Value Dividend SMA. 

Describes how a mix of uncorrelated assets may lead to more stable and predictable portfolio performance.

Describes the potential advantages of dividend investing.

Discussion of various strategies to mitigate portfolio risk

Learn more about Federated Hermes MDT ETFs

This paper reviews a key concept behind the MDT investment process: regression trees.

Federated Hermes municipal bond fund offerings

An overview of the people, process and philosophy behind MDT SMA strategies

Explore a range of international equity opportunities

Overview of our small-cap capabilities

Liquidity strategies across the short end of the curve

Could your money do more for you?

Quick math to better compare taxable and tax-free options

Three reasons investors choose to invest in ETFs.

Traditional and Roth IRAs

401(k)s and Business IRAs

Whether moving up the yield curve to seek greater total return potential or down to reduce rate risk, investors should consider our range of low duration funds.

How ETFs canbe tax advantageous

Short overview of exchange-traded funds.

Opportunities will persist

This piece answers frequently asked questions about Federated Hermes' Prime Private Liquidity Fund, including how to open an account and execute a trade.

Overview of Money Market Funds

Overview of Federated Hermes' approach to managing money market funds, including process, philosophy and intensive credit analysis.

Discussion of MDT's Industry Moat factor

Case study for Varun beverages.

Money market funds vs. deposit accounts

The following pages contain an overview of engagement activity and sustainability statistics for the Federated Hermes Sustainable High Yield Bond Fund (the Fund). Engagement is dialogue with companies on environmental, social and governance (ESG) issues and is driven through objectives which are specific, measurable changes defined at the company that are designed to improve ESG performance.

An analysis of Clarios, the world’s largest manufacturer and supplier of low-voltage batteries.

The politics risk and potential reward in biotech stocks

Potential advantages of utilizing a boutique approach to municipal SMAs 

Overview for the Federated Hermes Small Cap Core ETF

Overview for the Federated Hermes MDT Large Cap Core ETF