Nasdaq - Delayed Quote USD

Federated Hermes MDT Balanced R6 (QKBGX)

21.89
-0.09
(-0.41%)
At close: 8:01:14 PM EST

Investment Information

Min Initial Investment
1,500
Min Initial Investment, IRA
2.5
Min Initial Investment, AIP
15
Min Subsequent Investment
1,500
Min Subsequent Investment, IRA
1
Min Subsequent Investment, AIP
0.5

Broker Availability

  • LPL SAM Eligible - 10.24.2024
  • Vanguard NTF
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • TD Ameritrade Retail NTF
  • Vanguard TF
  • LPL SWM - 10.24.2024
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - November 2024
  • Mid Atlantic Clearing and Settlement

Fund Summary

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.

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family Federated
Net Assets 240.32M
YTD Return 17.03%
Yield 1.59%
Morningstar Rating
Inception Date Sep 15, 2005

Performance & Risk

YTD Return 3.11%
5y Average Return 9.87%
Rank in Category (ytd) 8
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.99
Morningstar Risk Rating

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