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Federated Hermes Global Allocation R FSBKX

Quantitative rating as of | See Federated Investment Hub
  • NAV / 1-Day Return 17.92  /  0.50 %
  • Total Assets 312.4 Mil
  • Adj. Expense Ratio
    1.570%
  • Expense Ratio 1.590%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Global Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 1.22%
  • Turnover 114%

Morningstar’s Analysis FSBKX

Will FSBKX outperform in future?

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

Summary

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Federated Hermes Global Allocation R's Average Process and Parent pillars limit this strategy to a Morningstar Quantitative Rating of Neutral. 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.

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