Federated Hermes MDT Balanced FundQCBGX
Type
Mutual fund
Peer group
Allocation
Net assets
$323.5M
Expense ratio
2.11%
1-year return
+17.4%
3 years, a year
+13.6%
5 years, a year
+7.4%
Holdings
518
What it aims to do.
The Funds investment objective is the possibility of long-term growth of capital and income.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Federated Core Trust - Federated Mortgage Core Portfolio | 7.13% |
| iShares MSCI EAFE ETF | 5.18% |
| AAPL Apple Inc | 4.11% |
| NVDA Nvidia Corp | 3.95% |
| GOOGL Alphabet Inc | 3.30% |
| Federated Core Trust III - Federated Project and Trade Finance Core Fund | 3.07% |
| iShares Core MSCI Emerging Markets ETF | 2.27% |
| AVGO Broadcom Inc | 2.21% |
| FISV Fiserv Inc | 1.52% |
| GEV Ge Vernova Inc | 1.52% |
More on QCBGX.
- QCBGX overview
- QCBGX holdings
- QCBGX risk
- QCBGX costs
- QCBGX money in and out
- QCBGX share classes
- Compare QCBGX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.