SBFIX Mutual Fund

SBFIX Mutual Fund (Federated Hermes Global Allocation Fund Institutional Class) is managed by Federated Hermes with $59.3M in net assets. SBFIX expense ratio is 0.86%, holding 1204 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2009-06-12.

SBFIX performance shows a YTD return of 7.34%. The 1-year return is 16.34% and the 5-year return is 5.85%. SBFIX dividend yield stands at 6.11%, paid quarterly.

SBFIX top holdings include Federated Core Tr Mtg Core Portfolio (4.1%), Federated Hermes Government Obligations Fund (2.6%), Nvidia Corp. (2.1%), Apple, Inc (1.9%), Kingboard Holdings Ltd (1.5%). Go to all SBFIX holdings, SBFIX sectors, or SBFIX dividends.

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