QCBGX Mutual Fund

QCBGX Mutual Fund (Federated Hermes MDT Balanced Fund Class C) is managed by Federated Hermes with $18.7M in net assets. QCBGX expense ratio is 2.11%, holding 515 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2005-09-15.

QCBGX performance shows a YTD return of 5.60%. The 1-year return is 10.69% and the 5-year return is 6.93%. QCBGX dividend yield stands at 7.86%, paid annually.

QCBGX top holdings include Federated Core Tr Mtg Core Portfolio (7.3%), Ishares Msci Eafe ETF (5.2%), Microsoft Corp (3.5%), Alphabet Inc Common Stock USD 0.001 (3.4%), Apple, Inc (3.0%). Go to all QCBGX holdings, QCBGX sectors, or QCBGX dividends.

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