Nasdaq - Delayed Quote USD
Federated Hermes MDT Balanced C (QCBGX)
At close: November 15 at 8:01 PM EST
Investment Information
- Min Initial Investment
- 1,000,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- 10,000
- Min Subsequent Investment
- 1,000,000
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- 0.5
Broker Availability
- Mid Atlantic Capital Corp
- Schwab Institutional
- TD Ameritrade Trust Company
- (Junk)CommonWealth PPS
- LPL SAM Eligible - 11.01.2023
- Fidelity Retail FundsNetwork
- Fidelity Retail FundsNetwork-NTF
- Fidelity Institutional FundsNetwork
- Fidelity Institutional FundsNetwork-NTF
- CommonWealth NTF
- Raymond James
- Commonwealth Universe
- DailyAccess Corporation RTC
- Scottrade NTF
- TD Ameritrade Retail
- TD Ameritrade Institutional
- Mid Atlantic Capital Group
- TD Ameritrade Retail NTF
- TD Ameritrade Institutional NTF
- Trust Company of America
- DailyAccess Corporation Matrix
- DailyAccess Corporation MATC
- LPL SWM - 01.24.2024
- Schwab All (Retail, Instl, Retirement)
- Schwab OneSource & NTF (No Load & No Transaction Fee)
- Pershing Retirement Plan Network
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- LPL Brokerage Availability - 10.29.2021
- Mid Atlantic Clearing and Settlement
Fund Summary
The fund may invest in a wide variety of investments such as equity securities, fixed-income securities, foreign securities, exchange-traded funds (ETFs) and derivative and hybrid instruments. Its investment adviser ("Adviser") anticipates investing approximately 60% of the fund's assets in equity securities and 40% of the fund's assets in fixed-income securities and other investments. The Adviser may vary this allocation +/-20% depending upon its economic and market outlook as well as a result of the identification of favorable investment opportunities.
Fund Overview
| Category | Allocation--50% to 70% Equity |
| Fund Family | Federated |
| Net Assets | 237.89M |
| YTD Return | 14.60% |
| Yield | 0.59% |
| Morningstar Rating | |
| Inception Date | Oct 01, 2002 |
Performance & Risk
| YTD Return | 17.19% |
| 5y Average Return | 9.32% |
| Rank in Category (ytd) | 8 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.98 |
| Morningstar Risk Rating |
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