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Federated Hermes MDT Balanced C (QCBGX)

19.98
+0.03
+(0.15%)
At close: 6:09:25 PM EDT
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  • Previous Close 19.95
  • YTD Return -0.63%
  • Expense Ratio 2.12%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 18.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 255.16M
  • Beta (5Y Monthly) 0.99
  • Yield 0.67%
  • 5y Average Return --
  • Holdings Turnover 68.00%
  • Last Dividend 0.15
  • Inception Date Sep 15, 2005

The fund may invest in a wide variety of investments such as equity securities, fixed-income securities, foreign securities, exchange-traded funds (ETFs) and derivative and hybrid instruments. Its investment adviser ("Adviser") anticipates investing approximately 60% of the fund's assets in equity securities and 40% of the fund's assets in fixed-income securities and other investments. The Adviser may vary this allocation +/-20% depending upon its economic and market outlook as well as a result of the identification of favorable investment opportunities.

Federated

Fund Family

Allocation--50% to 70% Equity

Fund Category

255.16M

Net Assets

2005-09-15

Inception Date

More about Federated Hermes MDT Balanced C

Performance Overview: QCBGX

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Trailing returns as of 4/11/2025. Category is Allocation--50% to 70% Equity.

YTD Return

QCBGX
0.63%
Category
9.69%
 

1-Year Return

QCBGX
6.81%
Category
27.06%
 

3-Year Return

QCBGX
5.53%
Category
11.00%
 

5-Year Return

QCBGX
11.82%
Category
10.26%
 

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Holdings: QCBGX

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Sector Weightings

SectorQCBGX
Technology   27.16%
Financial Services   14.74%
Consumer Cyclical   12.17%
Healthcare   10.87%
Communication Services   8.79%
Industrials   7.44%
Consumer Defensive   5.45%
Real Estate   4.83%
Basic Materials   3.20%
Utilities   3.00%
Energy   2.33%
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Recent News: QCBGX

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Research Reports: QCBGX

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