FSBCX Mutual Fund

FSBCX Mutual Fund (Federated Hermes Global Allocation Fund Class C) is managed by Federated Hermes with $36.2M in net assets. FSBCX expense ratio is 1.95%, holding 1204 positions across sectors including Information Technology, Financials, Industrials. Inception date: 1993-04-19.

FSBCX performance shows a YTD return of 6.70%. The 1-year return is 15.07% and the 5-year return is 4.72%. FSBCX dividend yield stands at 5.36%, paid quarterly.

FSBCX top holdings include Federated Core Tr Mtg Core Portfolio (4.1%), Forward Foreign Currency Contract (2.6%), Nvidia Corp. (2.1%), Apple, Inc (1.9%), Kingboard Holdings Ltd (1.5%). Go to all FSBCX holdings, FSBCX sectors, or FSBCX dividends.

FSBCX can be compared against other funds. Use FSBCX overlap to find shared positions, or FSBCX vs another fund for a side-by-side view. FSBCX alternatives are available via the screener, along with tax-loss harvesting opportunities.