Federated Hermes Mortgage Strategy PortfolioFMBPX
Type
Mutual fund
Peer group
Allocation
Net assets
$1.1B
Expense ratio
0.02%
1-year return
+6.0%
3 years, a year
+4.4%
5 years, a year
+0.6%
Holdings
2
What it aims to do.
The Funds investment objective is to provide total return by investing primarily in a mortgage-backed securities mutual fund and individual mortgage-backed securities, including collateralized mortgage obligations (CMOs).
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Federated Core Trust - Federated Mortgage Core Portfolio | 99.30% |
| JOBY Bank of America Corp. | 0.70% |
More on FMBPX.
- FMBPX overview
- FMBPX holdings
- FMBPX risk
- FMBPX costs
- FMBPX money in and out
- FMBPX share classes
- Compare FMBPX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.