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Federated Hermes made investors more money ($373M) and had more funds that made money (80%).
The past year, all their funds · Data as of Nov 3, 2026
Tale of the tape 1Y · lower fee wins
Every dot is one us stocks fund, placed at its 1-year return. Right of the line = made money. The ringed dot is the middle fund.
| BOX SCORE · US STOCKS | MFS | Federated Hermes |
|---|---|---|
| Funds in the category | 5 | 4 |
| Made money (W–L) | 3–1 | 3–1 |
| Win % | 75% | 75% |
| Money made | $111M | $118M |
| Typical return | +15.1% | +14.5% |
| Launches · 2026 | 1 | 0 |
| Assets | $1.2B | $1.5B |
| Fee per $100 | $0.45 | $0.48 |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| MFSV | MFS Active Value ETF | $674M | +18.1% ✓ |
| MFSG | MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF | $396M | −0.9% ✕ |
| BRCE | MFS Active Exchange Traded Funds Trust - MFS Blended Research Core Equity ETF | $54M | +15.1% ✓ |
| MMID | MFS Active Exchange Traded Funds Trust - MFS Active Mid Cap ETF | $38M | +14.5% ✓ |
| BRSM | MFS Blended Research Small-Mid Cap ETF | $28M | — |
Pairs that hold the same market. Fee = per $100 a year. Returns within 0.1 points are a tie; 5-year returns are per year.
Squares, left to right: fee · 1 year · 5 years, coloured by who won. Most gaps come from different index rules, not fees.
The past year. Win % counts funds, not dollars; money made is estimated from each fund’s assets and return. Categories with fewer than 3 funds on a side are flagged. Not advice.