About FSTBX
Federated Hermes Global Allocation Fund Class A Shares is a global allocation mutual fund designed to deliver long-term growth and capital preservation by investing across multiple asset classes, including equities, bonds, and cash instruments. The fund aims for a diversified global portfolio, typically with no more than 75% of its assets in U.S. securities, and strives to balance income generation with moderate capital appreciation, resulting in volatility levels comparable to a strategic equity exposure between 50% and 70%. Managed by a team of experienced portfolio managers, it employs a large blend investment style and regularly adjusts allocations to capture opportunities in both developed and emerging markets. Its holdings span major sectors, with significant positions in technology companies like Microsoft, Apple, and NVIDIA, as well as government and corporate debt instruments. The fund’s moderately high expense ratio reflects active management and global research efforts. Federated Hermes Global Allocation Fund Class A Shares plays a significant role in diversified portfolios for investors seeking global reach, risk mitigation through asset class distribution, and consistent income alongside capital growth potential.
Fund Family Federated
Category Flexible Portfolio
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol FSTBX
Share Class Class A Shares
Index S&P 500 TR
FSTBX had a total return of 15.87% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.92%.
