QKBGX Mutual Fund

QKBGX Mutual Fund (Federated Hermes MDT Balanced Fund Class R6) is managed by Federated Hermes with $18.5M in net assets. QKBGX expense ratio is 1.05%, holding 518 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2006-12-12.

QKBGX performance shows a YTD return of 6.35%. The 1-year return is 11.87% and the 5-year return is 8.07%. QKBGX dividend yield stands at 8.28%, paid annually.

QKBGX 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 QKBGX holdings, QKBGX sectors, or QKBGX dividends.

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