Federated Hermes Global Allocation Fund (SBFIX) Research

This fund employs a comprehensive investment approach, diversifying its capital across a spectrum of asset classes, including but not limited to equities and fixed-income securities, with no fixed proportions. A substantial allocation of its total assets will generally target investments located outside the United States. The portfolio will be geographically distributed across various countries and regions globally, encompassing the U.S., and will always include exposure to a minimum of three distinct national markets.

Market snapshot

Symbol
SBFIX
Price
$23.79
Day change
+0.76%
Market cap
$292.3M
52-week range
21.08-23.93
Sector
Financial Services
Industry
Asset Management - Global

Peer companies

  • Abrdn Global Dynamic Dividend Fund (AGD)
  • Barings Global Short Duration High Yield Fund (BGH)
  • Morgan Stanley China A Share Fund, Inc. (CAF)
  • Eaton Vance Global Income Builder Fund (EDIIX)
  • Nuveen Small Cap Value Fund (FSCCX)
  • Japan Smaller Capitalization Fund, Inc. (JOF)
  • NYLI MacKay DefinedTerm Muni Opportunities Fund Shs of Beneficial Interest (MMD)
  • SA International Small Company Fund (SAISX)

Open Federated Hermes Global Allocation Fund (SBFIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.