Federated Hermes MDT Balanced IS (QIBGX) Research
This fund is authorized to invest in a diverse range of assets, including equity holdings, debt instruments, foreign securities, exchange-traded funds (ETTs), and intricate derivative or hybrid financial products. The fund's management generally aims to allocate roughly 60% of its capital to stocks and 40% to bonds and other portfolio components. Nevertheless, the portfolio manager maintains the discretion to alter this balance by as much as 20% in either direction. This dynamic adjustment is made in response to evolving economic and market perspectives, as well as the identification of compelling investment prospects.
Market snapshot
- Symbol
- QIBGX
- Price
- $23.51
- Day change
- +0.81%
- Market cap
- $332.7M
- 52-week range
- 21.33-24.35
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- AB Select US Equity Portfolio (AUUCX)
- BlackRock Fds, All-Cap Energy & Resources Ptf Investor A Class (BACAX)
- Cambiar Opportunity Portfolio (CAMOX)
- DFA - International Small Cap Growth Portfolio (DISMX)
- Wilshire Large Company Growth Portfolio (DTLGX)
- Manning & Napier Fd, Inc. Pro-Blend Moderate Term Srs Cl S (EXBAX)
- Fidelity Select Wireless (FWRLX)
- Homestead Stock Index Fd (HSTIX)
Open Federated Hermes MDT Balanced IS (QIBGX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.