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Federated Hermes Global Allocation Fund Institutional Shares (SBFIX)

US Funds

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21.26 +0.09 +0.43%

06/06 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 53.74M

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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	1.13	1.26	0.13
Shares	57.65	57.65	0.00
Bonds	36.54	36.54	0.00
Other	4.68	4.68	0.00

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.39	16.92
Price to Book	2.71	2.70
Price to Sales	1.69	1.96
Price to Cash Flow	10.02	10.69
Dividend Yield	2.14	2.58
5 Years Earnings Growth	10.80	9.86

Sector Allocation

Name	Net %	Category Average
Technology	23.94	18.73
Financial Services	18.94	17.83
Consumer Cyclical	11.61	9.78
Healthcare	10.35	11.21
Industrials	9.54	11.56
Communication Services	8.03	6.90
Consumer Defensive	5.77	7.14
Energy	4.06	5.06
Utilities	2.99	3.54
Basic Materials	2.71	4.02
Real Estate	2.07	5.17

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 1,193

Number of short holdings: 2

Name	ISIN	Weight %	Last	Change %
Federated Emerging Markets Core	-	7.70	-	-
Federated Mortgage Core Portfolio	-	4.17	-	-
Federated Govt Oblg Pr Shares	-	3.20	-	-
2 Year Treasury Note Future June 25	-	3.14	-	-
Apple	US0378331005	2.27	203.92	+1.64%
NVIDIA	US67066G1040	1.90	141.72	+1.24%
Microsoft	US5949181045	1.80	470.38	+0.58%
Us 5yr Note (Cbt) Jun25 Xcbt 20250630	-	1.34	-	-
Federated Project and Trade Fin Cor	-	1.30	-	-
Amazon.com	US0231351067	1.29	213.57	+2.72%

Top Equity Funds by Federated

Name	Total Assets	YTD%	3Y%	10Y%
Federated Strategic Value Dividend	5.04B	3.78	6.35	7.15
Federated Kaufmann R	3.56B	-2.17	7.27	7.92
Federated Kaufmann Small Cap Instl	1.87B	0.29	7.18	-
Federated Strategic Value DividendA	1.58B	3.72	6.13	6.88
Federated Kaufmann A	1.08B	-2.17	7.29	7.92

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