Federated Hermes MDT Balanced FundQIBGX
Type
Mutual fund
Peer group
Allocation
Net assets
$323.5M
Expense ratio
1.09%
1-year return
+18.6%
3 years, a year
+14.7%
5 years, a year
+8.5%
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 QIBGX.
- QIBGX overview
- QIBGX holdings
- QIBGX risk
- QIBGX costs
- QIBGX money in and out
- QIBGX share classes
- Compare QIBGX 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.