Federated Hermes MDT Balanced IS

Frequently Asked Questions About QIBGX

What does QIBGX invest in?

This fund is authorized to invest in a diverse range of assets, including equity holdings, debt instruments, foreign securities, exchange-traded funds (ETTs), and intricate derivative or hybrid financial products. The fund's management generally aims to allocate roughly 60% of its capital to stocks and 40% to bonds and other portfolio components. Nevertheless, the portfolio manager maintains the discretion to alter this balance by as much as 20% in either direction. This dynamic adjustment is made in response to evolving economic and market perspectives, as well as the identification of compelling investment prospects.

What is the expense ratio of QIBGX?

Federated Hermes MDT Balanced IS (QIBGX) charges an expense ratio of 1.09%. This is the annual fee deducted from fund assets to cover management and operations.

How big is QIBGX?

Federated Hermes MDT Balanced IS (QIBGX) manages $333.2M 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 QIBGX actively managed or an index fund?

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

When was QIBGX launched?

Federated Hermes MDT Balanced IS (QIBGX) launched in October 2002 and is managed by the fund issuer.

How has QIBGX performed?

QIBGX'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.