SBFIX Mutual Fund (Federated Hermes Global Allocation Fund Institutional Class) is managed by Federated Hermes with $58.3M in net assets. SBFIX expense ratio is 0.86%, holding 1204 positions across sectors including Unknown, Other, Information Technology. Inception date: 2009-06-12.

SBFIX performance shows a YTD return of 5.74%. The 1-year return is 16.70% and the 5-year return is 5.89%. SBFIX dividend yield stands at 2.30%, paid quarterly.

SBFIX top holdings include Federated Core Tr Mtg Core Portfolio (4.1%), Federated Hermes Government Obligations Fund (2.6%), Nvidia Corp. (2.1%), Apple, Inc (1.9%), Kingboard Holdings Ltd (1.5%). View all SBFIX holdings, sector breakdown, or dividend history.

SBFIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SBFIX alternatives are available via the screener, along with tax-loss harvesting opportunities.