Back to top
more

Federated Hermes Mdt Balanced Fund R6 Shares: (MF: QKBGX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:34 PM ET

$21.83 USD

+0.01 (0.05%)

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

4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 1.66 69
3 months 2.31 67
6 months 5.33 71
1 Year 12.87 52
3 Year 14.40 37
5 Year 9.38 11
10 Year 10.35 17

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -39.48
Bull Market (2/09 - 3/21) 420.74

Load Adjusted Returns as of Feb 28, 2026

1 Year 14.05
5 Year 9.15
10 Year 9.72
Since Inception 6.63

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.37 7.52 4.48 1.90
2024 8.02 1.70 6.12 0.35
2023 4.64 2.45 -3.38 10.33
2022 -4.88 -11.65 -3.33 6.58
2021 2.93 6.82 0.17 6.54

Annual Return

20262025202420232022202120202019201820172016
% Total Return 1.6614.0517.0114.28-13.4217.3516.1419.04-2.8814.156.51
% Total Return Rel to Index -0.73-4.16-8.01-11.964.78-11.32-2.25-12.441.50-7.64-5.42
% Total Return Rel to Peer -0.950.875.370.320.334.174.860.272.681.000.16
% Perf Quintile vs Peer* 5.002.000.003.002.001.001.003.001.003.003.00
% Dividends 0.000.330.360.370.150.180.100.270.230.290.25
% Yield 0.001.341.501.480.770.710.431.371.251.511.42
Capital Gains ($) 0.001.651.960.001.112.030.800.531.510.000.00
Expense Ratio 0.001.021.021.041.011.051.050.061.061.051.56

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