Morningstar® Investment Profile™   Morningstar®
Disclosure
  Format
for Print
Federated Hermes Managed Volatility II P
Release date as of 2024-09-30. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Fees and Expenses Taken from prospectus dated 2024-04-30  
Maximum Fees
Administrative 0.10%
Management 0.75%
12b-1 ---
Actual Fees
12b-1 ---
Management 0.75%
Expense Ratio 0.83%
(taken from annual report dated 2024-06-30)
Total Annual Operating Expense 1.10%
Waiver Data
Type Date %
ExpenseRatio Voluntary 2025-05-01 0.13
  Management
Inception Date: 1994-02-10
Mngr Name Jerome D. Conner
Mngr Start Date 2014-04-08
Biography
Jerome D. Conner, CFA, is a portfolio manager at Federated Investment Management Company focusing on asset allocation, interest rate strategy and security selection. He has been with Federated Investment Management Company since 2002; has worked in investment management since 1995; has managed investment portfolios since 2010. Education: B.S., U.S. Naval Academy; M.S., Boston University.
Mngr Name Ian L. Miller
Mngr Start Date 2017-04-30
Biography
Mr. Miller joined Federated in January 2006 as a Quantitative Analyst. ; has worked in investment management since 2006; and has managed investment portfolios since 2012. Miller earned a B.S. in Molecular Biology from Clarion University and an M.S. in Biotechnology from The John Hopkins University.
Mngr Name Damian M. McIntyre
Mngr Start Date 2015-04-30
Biography
Damian M. McIntyre, CFA , FRM and CAIA, Portfolio Manager, has been the Fund’s portfolio manager since January 2017 and served as associate portfolio manager since April 2015. Mr. McIntyre joined Federated in 2008 as an Associate Quantitative Analyst and has been responsible for assisting with the investment process in the Global Equity Area, focusing on Managed Risk strategies. Mr. McIntyre received his B.S., Computational Finance, and an M.B.A. with a concentration in Finance, Economics and Strategy from Carnegie Mellon University.
Mngr Name Ihab L. Salib
Mngr Start Date 2013-05-13
Biography
Responsible for product strategy, portfolio management, and research in the international fixed income area. Previous associations: Senior Trader, global fixed income and foreign exchange securities, Federated Hermes; Associate Director, Senior Analyst/Trader, UBS Brinson; Various positions at Bank of New York and Bankers Trust Company. B.A., State University of New York at Stony Brook. Joined Federated Hermes 1999.
Mngr Name Dana L. Meissner
Mngr Start Date 2020-04-30
Biography
Dana L. Meissner, CFA, FRM and CAIA, Senior Portfolio Manager, has been the Fund’s portfolio manager since April 2020. Mr. Meissner is jointly responsible for the day-to-day management of the Fund. He has been with the Adviser or an affiliate since 2000; has worked in investment management since 2000; and has managed investment portfolios since 2009. Education: M.S.I.A., Carnegie Mellon University; M.S. and B.S., University of Toledo.
Mngr Name Brian Smalley
Mngr Start Date 2024-04-30
Biography
Brian Smalley, Vice President, Portfolio Manager, Senior Investment Analyst. Responsible for portfolio management and fundamental analysis on the Alternative Equity Team. Previous associations: Associate Portfolio Manager, Fixed Income Managed Accounts, Federated Hermes; Portfolio Manager, Merus Capital Partners; Portfolio Manager, G2 Trading; Trader, Helios Partners; Portfolio Manager, First New York Securities. B.S., Carnegie Mellon University; M.B.A., Tepper School of Business, Carnegie Mellon University. FSA (Fundamentals of Sustainability Accounting) Credential Holder. Joined Federated Hermes 2014.
Mngr Name Todd A. Abraham
Mngr Start Date 1999-02-28
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.
Mngr Name Mark E. Durbiano
Mngr Start Date 1994-02-10
Biography
Mark E. Durbiano, CFA, Senior Portfolio Manager, Head of the Domestic High Yield Group is responsible for portfolio management and research in the fixed income area, concentrating in the domestic high yield sector. Mr. Durbiano joined Federated in 1982 and has been Senior Portfolio Manager and Senior Vice President since 1996. He received a B.A. from Dickinson College and an M.B.A. from University of Pittsburgh. Mr. Durbiano has 38 years of investment experience.
Investment Advisor(s)
Federated Investment Management Company
Federated Equity Mgmt Co. Of Penn
Web Site
FederatedInvestors.com
Issuer
Federated
Subadvisor(s)
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