QCBGX Mutual Fund

QCBGX Mutual Fund (Federated Hermes MDT Balanced Fund Class C) is managed by Federated Hermes with $18.6M in net assets. QCBGX expense ratio is 2.08%, holding 518 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2005-09-15.

QCBGX performance shows a YTD return of 5.19%. The 1-year return is 6.99% and the 5-year return is 6.87%. QCBGX dividend yield stands at 0.62%.

QCBGX top holdings include Federated Core Tr Mtg Core Portfolio (6.9%), Ishares Msci Eafe ETF (4.2%), Nvidia Corp (3.8%), Apple, Inc (3.7%), Alphabet Inc (3.2%). 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.