Morningstar

Federated Hermes Global Allocation Fund Class C Shares FSBCX

Morningstar Medalist Rating
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Medalist Rating as of See Federated Hermes Investment Hub
  • NAV / 1-Day Return $22.40  /  −0.13 %
  • Fund Size $277.2M
  • Adjusted Expense Ratio 1.950%
  • Net Expense Ratio 1.930%
  • Fee Level: Distribution High
  • Share Class Type Level Load
  • Morningstar Category Global Moderate Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 1.25%
  • Turnover Ratio 101%
NAV and 1-Day Return as of

Morningstar’s Analysis FSBCX

Will FSBCX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Federated Hermes Global Allocation C holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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Portfolio Holdings FSBCX

More FSBCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Federated Emerging Markets Core

8.12 24M
—

Federated Mortgage Core Portfolio

3.75 11M
—

Federated Govt Oblg Pr Shares

3.22 10M
—

NVIDIA Corp

2.43 7M
Technology

Apple Inc

2.05 6M
Technology

Federated Project and Trade Fin Cor

1.51 5M
—

Taiwan Semiconductor Manufacturing Co Ltd

1.48 4M
Technology

Microsoft Corp

1.28 4M
Technology

Amazon.com Inc

1.23 4M
Consumer Cyclical

2 Year Treasury Note Future Sept 26

1.17 4M
Government

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