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Federated Hermes Global Allocation C (FSBCX)

19.27
-0.19
(-0.98%)
At close: March 28 at 8:03:41 PM EDT
Loading Chart for FSBCX
  • Previous Close 19.46
  • YTD Return 2.42%
  • Expense Ratio 1.95%
  • Category World Allocation
  • Last Cap Gain -4.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 275.16M
  • Beta (5Y Monthly) 0.96
  • Yield 1.28%
  • 5y Average Return --
  • Holdings Turnover 102.00%
  • Last Dividend 0.05
  • Inception Date Jun 29, 2016

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

275.16M

Net Assets

2016-06-29

Inception Date

Performance Overview: FSBCX

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Trailing returns as of 3/28/2025. Category is World Allocation.

YTD Return

FSBCX
2.42%
Category
8.60%
 

1-Year Return

FSBCX
8.36%
Category
25.33%
 

3-Year Return

FSBCX
2.79%
Category
8.02%
 

5-Year Return

FSBCX
5.64%
Category
8.06%
 

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Holdings: FSBCX

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Sector Weightings

SectorFSBCX
Technology   26.72%
Industrials   10.66%
Healthcare   8.78%
Energy   3.96%
Utilities   2.20%
Real Estate   1.62%

Recent News: FSBCX

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Research Reports: FSBCX

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