QIBGX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Federated Hermes MDT Balanced IS (QIBGX) Ownership - Who owns Federated Hermes MDT Balanced IS?

The investment seeks the possibility of long-term growth of capital and income... Show more

Category: #Moderate Allocation

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Balanced Funds

Fundamentals

QIBGX

Net Assets

245M

Fund Existence

over 22 years

Turnover

68.00

Total Expense Ratio

1.09

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

1000000

Min. Initial Investment IRA

N/A

Morningstar Category

Moderate Allocation

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.12

Assets in Top Ten Holdings

78.7M

Average Credit Quality

Average Effective Duration

5.54

Average Effective Maturity

8.30

Fund of Funds

Fund Share Class Net Assets

86M

Fund Type

OpenEnd

Index Fund

Management Fee

0.75

Modified Duration

5.51

No Load Fund

Yes

Number of Long Holdings

474.00

Number of Net Holdings

475.00

Number of Short Holdings

1.00

Prospectus Acquired Expense Ratio

0.03

Weighting Top Ten Holdings

33.66%

Gain YTD

-3.523

Annual Yield % from dividends

1.54

Returns for 1 year

-1.15

Returns for 3 years

6.20

Returns for 5 years

26.50

Returns for 10 years

34.30

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General Information

Category ModerateAllocation

Profile

Fundamentals

Details