QKBGX Mutual Fund

QKBGX Mutual Fund (Federated Hermes MDT Balanced Fund Class R6) is managed by Federated Hermes with $18.8M in net assets. QKBGX expense ratio is 1.05%, holding 515 positions across sectors including Financials, Information Technology, Communication Services. 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 7.93%. QKBGX dividend yield stands at 8.43%, paid annually.

QKBGX 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 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.