QIBGX Mutual Fund

QIBGX Mutual Fund (Federated Hermes MDT Balanced Fund Institutional Class) is managed by Federated Hermes with $130.3M in net assets. QIBGX expense ratio is 1.09%, holding 515 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2002-10-01.

QIBGX performance shows a YTD return of 6.23%. The 1-year return is 11.79% and the 5-year return is 8.02%. QIBGX dividend yield stands at 8.37%, paid annually.

QIBGX 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 QIBGX holdings, QIBGX sectors, or QIBGX dividends.

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