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Federated Hermes Adjustable Rate Fund A Shares (FEUGX)
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11/03 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 72M
Federated Adjustable Rate Secs Instl
9.35
-0.00
0.00%
- Overview
- Profile
- Historical Data
- Holdings
FEUGX Overview
On this page you'll find an in-depth profile of Federated Hermes Adjustable Rate Fund A Shares. Learn about the key management, total assets, investment strategy and contact information of FEUGX among other information.
Investment Strategy
The investment seeks to provide current income consistent with minimal volatility of principal. The fund invests at least 65% of the value of its total assets in a professionally managed portfolio of U.S. government securities consisting primarily of adjustable and floating rate mortgage securities which are issued or guaranteed by the U.S. government, its agencies or instrumentalities. It may also invest up to 20% of its assets in fixed-rate, mortgage-backed securities and other fixed-rate securities.
Contact Information
Address
4000 Ericsson Drive
Warrendale,PA 15086-7561
United States
Warrendale,PA 15086-7561
United States
Phone
+1 8003417400
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Liam C. O'Connell | portfolio manager | 2017 | Now |
| Biography | Liam O’Connell, CFA, has been the Fund’s portfolio manager since April of 2017. Mr. O’Connell is responsible for providing research and advice on sector allocation and security selection. He has been with the Adviser or an affiliate since 2003; has worked in investment management since 2003; has managed investment portfolios since 2005. Education: B.S., Webb Institute of Naval Architecture; M.S, Johns Hopkins University; M.B.A., Massachusetts Institute of Technology. | ||
| Todd A. Abraham | Senior Vice President | 1995 | Now |
| Biography | Todd A. Abraham, CFA, Senior Portfolio Manager of Federated Investment Management Company (“FIMC”). Mr. Abraham is a Senior Portfolio Manager and Head of the Government/Mortgage-backed Fixed Income Group. He is responsible for overseeing the macro risk elements in the portfolio. He has been with FIMC or an affiliate since 1993; has worked in investment management since 1993; has managed investment portfolios since 1995. Education: B.S., Indiana University of Pennsylvania; M.B.A., Loyola College. | ||
| Donald T. Ellenberger | Senior Portfolio Manager | 2003 | 2005 |
| Biography | Donald T. Ellenberger is a Senior Portfolio Manager, Head of Multi-Sector Strategies Group and Chairman of the Yield Curve Strategy Committee. He is focusing on asset allocation, interest rate strategy and security selection. He has been with Federated since 1996; has worked in investment management since 1987. Education: B.A., The Pennsylvania State University; M.B.A., Stanford University. | ||
| Robert E. Cauley | Vice President, Portfolio Manager | 2003 | 2003 |
| Biography | Cauley is vice president and portfolio manager with Federated Investors, his employer since 1996. Prior to joining the firm, he was an associate in the asset-backed securities group at Lehman Brothers Asset Holding. He also served as a senior associate in corporate finance at Barclays Bank. | ||
| Kathleen M. Foody-Malus | senior portfolio manager/vice President | 1992 | 2003 |
| Biography | Foody-Malus joined Federated Investors in 1983 and has been a senior portfolio manager since 1996 and a vice president since 1993. | ||
| Robert E. Cauley | Vice President, Portfolio Manager | 1997 | 1999 |
| Biography | Cauley is vice president and portfolio manager with Federated Investors, his employer since 1996. Prior to joining the firm, he was an associate in the asset-backed securities group at Lehman Brothers Asset Holding. He also served as a senior associate in corporate finance at Barclays Bank. | ||
| Susan M. Nason | Senior Vice President | 1993 | 1997 |
| Biography | Nason is senior vice president and portfolio manager with Federated Investors, her employer since 1987. She is responsible for research and portfolio management in the fixed-income area, concentrating on U.S. Treasury, agency, and mortgage-backed securities. Prior to joining the firm, she spent two years as a corporate budget analyst for the New England Telephone Company. Nason holds the Chartered Financial Analyst designation. | ||
| Gary J. Madich | CIO (Chief Investment Officer) | 1992 | 1995 |
| Biography | Madich is the chief investment officer for the Columbus Fixed Income Securities Group responsible for overseeing all fixed income investment management, . An employee of JPMorgan Investment Advisors Inc. (JPMIA) since 1995, he is a member of JPMorgan Asset Managements Americas Executive Committee and serves as chairman of the Columbus Fixed Income Policy and Asset Allocation Committees. Madich holds the Chartered Financial Analyst designation. | ||
| Susan M. Nason | Senior Vice President | 1990 | 1992 |
| Biography | Nason is senior vice president and portfolio manager with Federated Investors, her employer since 1987. She is responsible for research and portfolio management in the fixed-income area, concentrating on U.S. Treasury, agency, and mortgage-backed securities. Prior to joining the firm, she spent two years as a corporate budget analyst for the New England Telephone Company. Nason holds the Chartered Financial Analyst designation. | ||
| Roger A. Early | Senior Portfolio Manager | 1985 | 1992 |
| Biography | Roger A. Early, CPA, CFA, CFP Senior Vice President, Co-Chief Investment Officer – Total Return Fixed Income Strategy Roger A. Early rejoined Delaware Investments in March 2007 as a member of the firm’s taxable fixed income portfolio management team, with primary responsibility for portfolio construction and strategic asset allocation. During his previous time at the firm, from 1994 to 2001, he was a senior portfolio manager in the same area, and he left Delaware Investments as head of its U.S. investment grade fixed income group. In recent years, Early was a senior portfolio manager at Chartwell Investment Partners and Rittenhouse Financial and served as the chief investment officer for fixed income at Turner Investments. Prior to joining Delaware Investments in 1994, he worked for more than 10 years at Federated Investors where he managed more than $25 billion in mutual fund and institutional portfolios in the short-term and investment grade markets. He left the firm as head of institutional fixed income management. Earlier in his career, he held management positions with the Federal Reserve Bank, PNC Financial, Touche Ross, and Rockwell International. Early earned his bachelor’s degree in economics from The Wharton School of the University of Pennsylvania and an MBA with concentrations in finance and accounting from the University of Pittsburgh. He is a member of the CFA Society of Philadelphia. | ||
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