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Federated Hermes Global Allocation B (FSBBX)

17.62
-0.17
(-0.96%)
As of February 3 at 8:01:14 PM EST. Market Open.
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  • Previous Close 17.79
  • YTD Return 5.45%
  • Expense Ratio 1.59%
  • Category World Allocation
  • Last Cap Gain -18.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 277.76M
  • Beta (5Y Monthly) 1.03
  • Yield 0.85%
  • 5y Average Return --
  • Holdings Turnover 114.00%
  • Last Dividend 0.15
  • Inception Date Apr 7, 2003

The fund will invest in a diversified mix of various asset classes, which may include, but are not limited to, equity and fixed-income investments, in any proportion. It will generally allocate a substantial amount of its total assets to non-U.S. investments. The fund will allocate its assets among various regions and countries, including the United States, but in no fewer than three different countries.

Federated

Fund Family

World Allocation

Fund Category

277.76M

Net Assets

2003-04-07

Inception Date

Performance Overview: FSBBX

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Trailing returns as of 2/3/2023. Category is World Allocation.

YTD Return

FSBBX
5.45%
Category
8.60%
 

1-Year Return

FSBBX
8.05%
Category
25.33%
 

3-Year Return

FSBBX
2.29%
Category
8.02%
 

5-Year Return

FSBBX
1.94%
Category
8.06%
 

Holdings: FSBBX

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Sector Weightings

SectorFSBBX
Technology   25.68%
Healthcare   11.94%
Industrials   9.30%
Energy   3.77%
Utilities   2.64%
Real Estate   2.63%

Recent News: FSBBX

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Research Reports: FSBBX

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