Back to top
more

Federated Hermes Global Allocation Fund Class C Shares: (MF: FSBCX)

(NASDAQ Mutual Funds) As of Jun 10, 2026 05:30 PM ET

$22.06 USD

-0.27 (-1.21%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of May 31, 2026

Total Return %* Percentile Rank Objective
YTD 7.00 56
3 months 2.87 58
6 months 7.78 55
1 Year 19.30 51
3 Year 13.24 58
5 Year 4.72 73
10 Year 6.46 70

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 62.54
Bear Market (10/07 - 2/09) -35.03
Bull Market (2/09 - 3/21) 250.78

Load Adjusted Returns as of May 31, 2026

1 Year 13.50
5 Year 3.87
10 Year 5.67
Since Inception 5.17

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -1.36 NA NA NA
2025 -0.43 8.05 4.85 2.59
2024 4.74 0.13 5.47 -2.15
2023 3.46 1.94 -4.12 9.10
2022 -4.93 -11.39 -6.30 6.40
2021 1.93 4.31 -2.41 3.75

Annual Return

20262025202420232022202120202019201820172016
% Total Return 7.0015.738.2410.33-16.027.6611.6716.95-9.2716.122.50
% Total Return Rel to Index -1.67-2.48-16.78-15.912.18-21.01-6.72-14.53-4.88-5.67-9.42
% Total Return Rel to Peer -1.061.22-1.67-2.82-3.05-3.840.98-0.24-2.782.66-3.76
% Perf Quintile vs Peer* 4.003.004.004.003.004.003.004.005.003.005.00
% Dividends 0.040.320.250.150.150.120.110.190.210.140.19
% Yield 0.181.411.511.640.900.530.500.951.190.721.13
Capital Gains ($) 0.000.920.000.000.002.890.240.170.640.000.00
Expense Ratio 0.000.261.930.271.931.931.931.921.901.891.89

* 1 = Top 20%, 5 = Bottom 20%