FSTBX Mutual Fund

FSTBX Mutual Fund (Federated Hermes Global Allocation Fund Class A) is managed by Federated Hermes with $148.3M in net assets. FSTBX expense ratio is 1.15%, holding 1204 positions across sectors including Information Technology, Financials, Industrials. Inception date: 1968-12-31.

FSTBX performance shows a YTD return of 7.16%. The 1-year return is 15.99% and the 5-year return is 5.54%. FSTBX dividend yield stands at 5.88%, paid quarterly.

FSTBX top holdings include Federated Core Tr Mtg Core Portfolio (4.1%), Antero Midstream Part/fi 5.75% 1/15/2028 (2.6%), Nvidia Corp. (2.1%), Apple, Inc (1.9%), Kingboard Holdings Ltd (1.5%). Go to all FSTBX holdings, FSTBX sectors, or FSTBX dividends.

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