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Federated Hermes MDT Balanced A (QABGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.19+0.10 (+0.45%)
As of 08:06AM EDT. Market open.

Federated Hermes MDT Balanced A

Pittsburgh, PA 15237-7000

5800 Corporate Drive

Federated Mdt Series

412-288-1900
Management information
John F. Sherman,Lead manager since 30 September 2002
John F. Sherman, CFA, has been the Fund's Portfolio Manager responsible for asset allocation (including the selection of any exchange-traded funds and derivatives used in the asset allocation process) and the selection of REIT securities for the Fund since October 2002. He is Vice President of the Trust with respect to the Fund. Mr. Sherman joined MDT Advisers in 2000. He has over 20 years of experience analyzing financial markets. Prior to joining the Adviser, Mr. Sherman served as a Vice President and Senior Analyst for Citizens Financial Group from 1999 to 2000 and as a Senior Analyst for FDIC from 1991 to 1999. He is a member of the CFA Institute and the CFA Society Boston. He received a B.S.B.A. from North Adams State College, and an M.B.A. from Boston University Graduate School of Management.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryAllocation--50% to 70% Equity
Fund familyFederated
Net assets223.72M
YTD return9.71%
Yield1.30%
Morningstar rating★★★★
Inception date30 Sept 2002

Fund operations

Last dividend0.29
Last cap gain5.00
Holdings turnover104.00%
Average for categoryN/A

Fees and expenses

ExpenseQABGXCategory average
Annual report expense ratio (net)1.35%0.84%
Prospectus net expense ratio1.35%N/A
Prospectus gross expense ratio1.40%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.07%
Max deferred sales loadN/A1.48%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A