QIBGX Mutual Fund

QIBGX Mutual Fund (Federated Hermes MDT Balanced Fund Institutional Class) is managed by Federated Hermes with $130.1M in net assets. QIBGX expense ratio is 1.09%, holding 518 positions across sectors including Financials, Information Technology, Industrials. 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 8.22%, paid annually.

QIBGX top holdings include Federated Core Tr Mtg Core Portfolio (7.1%), Ishares Msci Eafe ETF (5.2%), Apple, Inc (4.1%), Nvidia Corp. (4.0%), Alphabet A Usd 0.001 (3.3%). 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.