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

(NASDAQ Mutual Funds) As of Jun 12, 2026 05:32 PM ET

$23.32 USD

+0.07 (0.30%)

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

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of May 31, 2026

Total Return %* Percentile Rank Objective
YTD 5.98 52
3 months 4.24 39
6 months 6.65 50
1 Year 16.49 55
3 Year 16.06 23
5 Year 8.67 19
10 Year 10.29 15

* 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) 447.97

Load Adjusted Returns as of May 31, 2026

1 Year 11.75
5 Year 8.00
10 Year 9.43
Since Inception 6.41

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -2.38 NA NA NA
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 5.9814.0517.0114.28-13.4217.3516.1419.04-2.8814.156.51
% Total Return Rel to Index -1.69-4.16-8.01-11.964.78-11.32-2.25-12.441.50-7.64-5.42
% Total Return Rel to Peer -0.010.875.370.320.334.174.860.272.681.000.16
% Perf Quintile vs Peer* 3.002.001.003.002.001.001.004.001.003.003.00
% Dividends 0.000.330.360.370.150.180.100.270.230.290.25
% Yield 0.001.341.401.480.770.710.431.371.251.511.42
Capital Gains ($) 0.001.651.960.001.112.030.800.531.510.000.00
Expense Ratio 0.981.021.021.041.011.051.050.061.061.051.56

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