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SBFIX
Mutual Fund ticker: NASDAQ
AS OF
Dec 18 closing price
Price
$20.48
Change
-$0.43 (-2.06%)
Net Assets
280.2M

SBFIX Federated Hermes Global Allocation IS Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN).

Industry description

The investment seeks to provide relative safety of capital with the possibility of long-term growth of capital and income. The fund will invest in a diversified mix of various asset classes, which may include, but are not limited to, equity and fixed-income investments, in any proportion. It will generally allocate a substantial amount of its total assets to non-U.S. investments. The fund will allocate its assets among various regions and countries, including the United States, but in no fewer than three different countries.

Market Cap

The average market capitalization across the Federated Hermes Global Allocation IS MF is 2.85T. The market cap for tickers in the group ranges from 2.43T to 3.19T. NVDA holds the highest valuation in this group at 3.19T. The lowest valued company is AMZN at 2.43T.

Volume

The average weekly volume growth across all stocks in the Federated Hermes Global Allocation IS MF was 36%. For the same stocks of the MF, the average monthly volume growth was -13% and the average quarterly volume growth was -46%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 86
P/E Growth Rating: 62
Price Growth Rating: 23
SMR Rating: 22
Profit Risk Rating: 10
Seasonality Score: -42 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category WorldAllocation

Profile
Fundamentals
Details
Category
Global Allocation
Address
Federated Stock & Bond Fund4000 Ericsson DrivePittsburgh
Phone
N/A
Web
www.federatedinvestors.com
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SBFIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SBFIX has been closely correlated with CFIHX. These tickers have moved in lockstep 89% of the time. This A.I.-generated data suggests there is a high statistical probability that if SBFIX jumps, then CFIHX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SBFIX
1D Price
Change %
SBFIX100%
-0.38%
CFIHX - SBFIX
89%
Closely correlated
-0.51%
FBCIX - SBFIX
89%
Closely correlated
-0.52%
RCEEX - SBFIX
89%
Closely correlated
-0.52%
RIRHX - SBFIX
89%
Closely correlated
-0.51%
FWCBX - SBFIX
89%
Closely correlated
-0.52%
More