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Federated Hermes Global Allocation Fund Institutional Shares (SBFIX)

US Funds

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20.97 -0.06 -0.29%

13/12 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 57.72M

Type: Fund

Market: United States

Issuer: Federated

Asset Class: Equity

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SBFIX Overview

Find basic information about the Federated Hermes Global Allocation Fund Institutional Shares mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add SBFIX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change11.31%

Prev. Close21.03

Risk Rating

TTM Yield2%

ROE27.41%

IssuerFederated

Turnover52%

ROA11.59%

Inception Date39976

Total Assets57.72M

Expenses0.85%

Min. Investment1,000,000

Market Cap98.71B

CategoryWorld Allocation

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Federated Hermes Global Allocation Fund Institutional Shares Analysis

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 32

EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1125	1024	1179	1094	1341	1631
Fund Return	12.52%	2.38%	17.91%	3.04%	6.04%	5.01%
Place in category	108	65	94	199	137	109
% in Category	30	25	27	61	42	42

Top Equity Funds by Federated

Name	Total Assets	YTD%	3Y%	10Y%
Federated Strategic Value Dividend	4.85B	21.14	11.48	7.47
Federated Kaufmann R	3.71B	24.71	-0.17	9.77
Federated Kaufmann Small Cap Instl	2.32B	18.15	-2.72	-
Federated Strategic Value DividendA	1.6B	21.02	11.28	7.21
Federated Kaufmann A	1.16B	24.57	-0.17	9.77

Top Funds for World Allocation Category

Name	Total Assets	YTD%	3Y%	10Y%
American Funds Capital Income Bldr	62.98B	12.89	6.43	5.57
First Eagle Global I	36.45B	16.80	8.87	7.56
American Funds Capital Income Bld	17.84B	13.23	6.78	5.90
First Eagle Global A	14.81B	16.56	8.62	7.29
American Funds Global Balanced R6	14.48B	9.16	3.32	5.23

Top Holdings

Name	ISIN	Weight %	Last	Change %
Federated Emerging Markets Core	-	8.69	-	-
Federated Mortgage Core Portfolio	-	4.99	-	-
2 Year Treasury Note Future Dec 24	-	2.38	-	-
Apple	US0378331005	2.23	248.13	0.00%
NVIDIA	US67066G1040	2.04	134.25	-2.25%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	Sell	Strong Buy	Strong Buy
Summary	Neutral	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Federated Global .	20.97	-0.06	-0.29%