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Federated Hermes Global Allocation Fund Institutional Shares (SBFIX)

US Funds

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20.97 -0.06 -0.29%

13/12 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: Federated

Asset Class: Equity

Morningstar Rating:
Total Assets: 57.72M

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SBFIX Holdings

Comprehensive information about top holdings and Key Holding Information for the Federated Global Allocation Instl (SBFIX) fund. Our Federated Global Allocation Instl portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	0.60	0.74	0.14
Stocks	60.95	60.95	0.00
Bonds	36.14	36.65	0.51
Other	2.32	2.32	0.00

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.17	15.92
Price to Book	2.47	2.41
Price to Sales	1.55	1.81
Price to Cash Flow	10.73	10.22
Dividend Yield	2.24	2.84
5 Years Earnings Growth	10.56	10.70

Sector Allocation

Name	Net %	Category Average
Technology	23.13	19.21
Financial Services	17.41	15.36
Healthcare	10.65	11.19
Industrials	10.42	10.88
Consumer Cyclical	10.34	8.26
Communication Services	6.68	6.65
Real Estate	5.80	7.06
Consumer Defensive	5.53	7.50
Energy	4.05	6.66
Basic Materials	3.53	4.50
Utilities	2.46	5.26

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 1,263

Number of short holdings: 9

Name	ISIN	Weight %	Last	Change %
Federated Emerging Markets Core	-	8.69	-	-
Federated Mortgage Core Portfolio	-	4.99	-	-
2 Year Treasury Note Future Dec 24	-	2.38	-	-
Apple	US0378331005	2.23	248.13	0.00%
NVIDIA	US67066G1040	2.04	134.25	-2.25%
Microsoft	US5949181045	1.91	447.27	-0.51%
Us 5yr Note (Cbt) Dec24 Xcbt 20241231	-	1.81	-	-
Federated Govt Oblg Pr Shares	-	1.23	-	-
Amazon.com	US0231351067	1.12	227.46	-0.66%
Federated Project and Trade Fin Cor	-	1.03	-	-

Top Equity Funds by Federated

Name	Total Assets	YTD%	3Y%	10Y%
Federated Strategic Value Dividend	4.85B	21.14	11.48	7.47
Federated Kaufmann R	3.71B	24.71	-0.17	9.77
Federated Kaufmann Small Cap Instl	2.32B	18.15	-2.72	-
Federated Strategic Value DividendA	1.6B	21.02	11.28	7.21
Federated Kaufmann A	1.16B	24.57	-0.17	9.77

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Federated Global .	20.97	-0.06	-0.29%