QKBGX Mutual Fund
QKBGX Mutual Fund
Federated Hermes MDT Balanced Fund Class R6
QKBGX Mutual Fund Overview
QKBGX Mutual Fund (Federated Hermes MDT Balanced Fund Class R6) is managed by Federated Hermes with $18.1M in net assets. QKBGX expense ratio is 1.05%, holding 515 positions across sectors including Financials, Information Technology, Unknown. Inception date: 2006-12-12.
QKBGX performance shows a YTD return of 5.85%. The 1-year return is 12.72% and the 5-year return is 8.20%. QKBGX dividend yield stands at 1.60%, paid annually.
QKBGX 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 QKBGX holdings, sector breakdown, or dividend history.
QKBGX can be compared against other funds using the overlap calculator or side-by-side comparison tool. QKBGX alternatives are available via the screener, along with tax-loss harvesting opportunities.