QIBGX Mutual Fund
QIBGX Mutual Fund
Federated Hermes MDT Balanced Fund Institutional Class
QIBGX Mutual Fund Overview
QIBGX Mutual Fund (Federated Hermes MDT Balanced Fund Institutional Class) is managed by Federated Hermes with $125.7M in net assets. QIBGX expense ratio is 1.09%, holding 515 positions across sectors including Financials, Information Technology, Unknown. Inception date: 2002-10-01.
QIBGX performance shows a YTD return of 6.23%. The 1-year return is 12.64% and the 5-year return is 9.49%. QIBGX dividend yield stands at 8.51%, paid annually.
QIBGX top holdings include Federated Core Tr Mtg Core Portfolio (7.3%), Ishares Msci Eafe ETF (5.2%), Microsoft Corp 4.100 Feb 06 37 (3.5%), Alphabet Inc Common Stock USD 0.001 (3.4%), Apple, Inc (3.0%). View all QIBGX holdings, sector breakdown, or dividend history.
QIBGX can be compared against other funds using the overlap calculator or side-by-side comparison tool. QIBGX alternatives are available via the screener, along with tax-loss harvesting opportunities.