FSBKX Mutual Fund

FSBKX Mutual Fund (Federated Hermes Global Allocation Fund Class R) is managed by Federated Hermes with $44.4M in net assets. FSBKX expense ratio is 1.58%, holding 1204 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2003-04-07.

FSBKX performance shows a YTD return of 6.91%. The 1-year return is 15.51% and the 5-year return is 5.08%. FSBKX dividend yield stands at 5.53%, paid quarterly.

FSBKX 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%). Go to all FSBKX holdings, FSBKX sectors, or FSBKX dividends.

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