About QCBGX
Federated Hermes MDT Balanced Fund Class C Shares is an open-end mutual fund designed to provide investors with a comprehensive approach to both equity and fixed income investing. Its primary objective is to pursue the possibility of long-term growth of capital and income, making it suitable for those seeking balanced exposure to the stock and bond markets. The fund utilizes a combination of quantitative models and active management, allocating assets across a broad mix of equities, bonds, and other instruments. Its holdings span sectors and geographies, with notable allocations to large technology firms, U.S. Treasury securities, and diversified ETFs, reflecting both domestic and international market opportunities. As of July 2025, approximately 31.5% of the portfolio is concentrated in its top ten holdings, and the fund maintains a relatively high number of individual positions, promoting diversification. The fund’s structure provides investors with a one-decision solution for balanced asset allocation, while its risk profile reflects potential market, interest rate, and credit risks inherent in a dynamically managed portfolio.
Fund Family Federated
Category Allocation--50% to 70% Equity
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol QCBGX
Share Class Class C Shares
Index S&P 500 TR
QCBGX had a total return of 10.67% in the past year, including dividends.
Since the fund's inception, the average annual return has been 6.40%.
