QKBGX

About QKBGX

Federated Hermes MDT Balanced Fund Class R6 Shares is a mutual fund designed to deliver long-term growth through a balanced strategy that combines both equity and fixed-income investments. The fund typically allocates between 60% and 80% of its assets to equity securities and 20% to 40% to debt securities, creating diversification across stocks and bonds. This approach targets capital appreciation while providing an element of income generation, positioning the fund within the "Moderate Allocation" category. The fund invests in a blend of large-cap equities, with notable holdings in sectors like technology and communication services, alongside government and corporate bonds. Key portfolio components include industry leaders such as Apple, Microsoft, Alphabet, and exposure to U.S. Treasury futures. Established in 2006, this fund is managed using quantitative models and aims to perform in line with a 60/40 benchmark. Its role in the financial market is to offer investors a single-vehicle solution for diversified exposure, seeking risk-adjusted returns appropriate for retirement or institutional accounts, while balancing market risk with income potential.