Federated Hermes Global Allocation FundFSBKX
Type
Mutual fund
Peer group
Allocation
Net assets
$290.4M
Expense ratio
1.58%
1-year return
+18.0%
3 years, a year
+12.6%
5 years, a year
+5.7%
Holdings
1,209
What it aims to do.
The Funds investment objective is to provide relative safety of capital with the possibility of long-term growth of capital and income. Consideration is also given to current income.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Federated Core Tr | 8.45% |
| Federated Core Trust - Federated Mortgage Core Portfolio | 4.06% |
| Federated Hermes Government Obligations Fund | 2.63% |
| NVDA NVIDIA Corp | 2.06% |
| AAPL Apple Inc | 1.86% |
| Federated Core Trust III - Federated Project and Trade Finance Core Fund | 1.52% |
| MSFT Microsoft Corp | 1.46% |
| AMZN Amazon.com Inc | 1.12% |
| JOBY Taiwan Semiconductor Manufacturing Co Ltd | 1.02% |
| GOOGL Alphabet Inc | 1.00% |
More on FSBKX.
- FSBKX overview
- FSBKX holdings
- FSBKX risk
- FSBKX costs
- FSBKX money in and out
- FSBKX share classes
- Compare FSBKX with other funds
Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.