Federated Hermes Global Allocation Fund

Frequently Asked Questions About FSTBX

What does FSTBX invest in?

The fund's strategy involves broad diversification across various asset classes, which may include, but are not confined to, stocks and bonds, with no predetermined allocation between them. A significant portion of its total capital will generally be directed towards international investments located outside the United States. Furthermore, its holdings will be geographically distributed among diverse regions and countries, including domestic U.S. markets, ensuring exposure to at least three distinct national economies.

What is the expense ratio of FSTBX?

Federated Hermes Global Allocation Fund (FSTBX) charges an expense ratio of 1.15%. This is the annual fee deducted from fund assets to cover management and operations.

How big is FSTBX?

Federated Hermes Global Allocation Fund (FSTBX) manages $289.6M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is FSTBX actively managed or an index fund?

FSTBX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was FSTBX launched?

Federated Hermes Global Allocation Fund (FSTBX) launched in January 1980 and is managed by Federated Hermes.

How has FSTBX performed?

FSTBX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.