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Morningstar

Federated Hermes Global Allocation C FSBCX

Morningstar Medalist Rating
Medalist Rating as of | See Federated Hermes Investment Hub
  • NAV / 1-Day Return 18.61  /  +0.81 %
  • Total Assets 279.5 Mil
  • Adj. Expense Ratio
    1.950%
  • Expense Ratio 1.950%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Global Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 0.86%
  • Turnover 98%

USD | NAV as of May 03, 2024 | 1-Day Return as of May 03, 2024, 10:14 PM GMT+0

Morningstar’s Analysis FSBCX

Will FSBCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FSBCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FSBCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FSBCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Federated Hermes Global Allocation C's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings FSBCX

More FSBCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Federated Emerging Markets Core

8.32 25.5 Mil
—

Federated Mortgage Core Portfolio

5.05 15.5 Mil
—

Federated Hermes Inst Prime Val Obl IS

3.10 9.5 Mil
Cash and Equivalents

Microsoft Corp

2.42 7.4 Mil
Technology

Us 5yr Note (Cbt) Jun24 Xcbt 20240628

2.38 7.3 Mil
Government

Apple Inc

2.02 6.2 Mil
Technology

NVIDIA Corp

1.79 5.5 Mil
Technology

Future on E-mini S&P 500 Futures

1.56 4.8 Mil
—

Federated Project and Trade Fin Cor

1.35 4.1 Mil
—

Amazon.com Inc

1.35 4.1 Mil
Consumer Cyclical