Federated Hermes MDT Balanced IS (QIBGX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 0.99: the stock has moved roughly in step with the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 17, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerFederated Hermes MDT Balanced IS (QIBGX) trades at $23.78. Federated Hermes MDT Balanced IS is a diversified investment fund that allocates approximately 60% of its assets to equity securities and 40% to fixed-income securities. Sector: Financials.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for QIBGX: QIBGX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Federated Hermes MDT Balanced IS (QIBGX) Financial Services Profile
Federated Hermes MDT Balanced IS is a balanced fund managing $0.32 billion in assets, strategically allocating between equity and fixed-income securities. The fund offers investors diversified exposure, dynamically adjusting its asset allocation based on market conditions and investment opportunities, operating within the competitive asset management sector.
What Is the Investment Thesis for QIBGX?
Federated Hermes MDT Balanced IS presents a balanced investment approach with a focus on strategic asset allocation. The fund's ability to dynamically adjust its equity and fixed-income allocation within a +/-20% range based on market conditions is a key value driver. With a beta of 0.99, the fund exhibits market-like volatility. Growth catalysts include the Adviser's ability to identify favorable investment opportunities and effectively manage risk. The fund's diversified investment strategy, including investments in foreign securities and ETFs, further enhances its potential for long-term growth. However, the absence of dividend payouts may deter income-focused investors.
Based on FMP financials and quantitative analysis
QIBGX Key Highlights
The fund maintains a flexible asset allocation strategy, adjusting between equity and fixed-income securities based on market conditions.
- Federated Hermes MDT Balanced IS has a market capitalization of $0.32 billion, indicating its size and scale within the asset management industry.
- The fund's beta of 0.99 suggests that its volatility is similar to the overall market.
- The fund invests in a variety of instruments, including equity securities, fixed-income securities, foreign securities, and exchange-traded funds (ETFs).
- The fund's investment adviser anticipates investing approximately 60% of the fund's assets in equity securities and 40% of the fund's assets in fixed-income securities and other investments.
Who Are QIBGX's Competitors?
QIBGX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| AUUCX AB Select US Equity Portfolio | $23.23 | +0.65% | $335M | — |
| BACAX BlackRock Fds, All-Cap Energy & Resources Ptf Investor A Class | $19.55 | +0.72% | $341M | — |
| CAMOX Cambiar Opportunity Portfolio | $28.09 | +0.32% | $308M | — |
| DISMX DFA - International Small Cap Growth Portfolio | $19.74 | -0.10% | $313M | — |
| DTLGX Wilshire Large Company Growth Portfolio | $45.98 | +1.05% | $300M | — |
| BLK BlackRock, Inc. | $1066.45 | +0.64% | $165B | 51 5-pillar |
| BX Blackstone Inc. | $111.64 | -0.09% | $136B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | 0.00% | $74.8B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are QIBGX's Key Strengths?
Diversified investment approach across asset classes.
- Experienced investment management team at Federated Hermes.
- Flexible asset allocation strategy to adapt to market conditions.
What Are QIBGX's Weaknesses?
Dependence on the expertise of the investment adviser.
- Potential for underperformance compared to specialized funds.
- No dividend payouts may deter income-focused investors.
What Are the Key Risks for QIBGX?
Market volatility impacting fund performance.
- Changes in interest rates affecting fixed-income investments.
- Economic downturns leading to decreased asset values.
- Competition from other asset management firms.
What Are QIBGX's Competitive Advantages?
- Established brand and reputation of Federated Hermes.
- Experienced investment management team.
- Diversified investment strategy across multiple asset classes.
What Does QIBGX Do?
Federated Hermes MDT Balanced IS is a fund managed by Federated Hermes, a well-established investment management firm with a long history in the financial services industry. The fund aims to provide investors with a balanced investment approach by allocating its assets between equity and fixed-income securities. Founded on the principles of delivering consistent performance and managing risk effectively, Federated Hermes has evolved to offer a wide range of investment solutions to meet the diverse needs of its clients. The fund's strategy involves investing approximately 60% of its assets in equity securities and 40% in fixed-income securities, but this allocation can vary by +/-20% depending on the Adviser's economic and market outlook and the identification of favorable investment opportunities. This flexibility allows the fund to adapt to changing market conditions and potentially enhance returns while managing risk. The fund may also invest in foreign securities, exchange-traded funds (ETFs), and derivative and hybrid instruments to further diversify its portfolio and enhance its investment strategy. Federated Hermes MDT Balanced IS is designed for investors seeking a diversified investment portfolio with a balance between growth and income, managed by an experienced investment adviser.
What Products and Services Does QIBGX Offer?
- Invests in a mix of equity and fixed-income securities.
- Allocates approximately 60% of assets to equity and 40% to fixed income, with flexibility to adjust +/-20%.
- May invest in foreign securities, ETFs, and derivative instruments.
- Aims to provide a balanced investment approach for growth and income.
- Manages assets on behalf of individual and institutional investors.
- Adapts asset allocation based on economic and market outlook.
How Does QIBGX Make Money?
- Generates revenue through management fees based on assets under management (AUM).
- Employs a team of investment professionals to manage the fund's portfolio.
- Distributes fund shares through various channels, including financial advisors and online platforms.
What Industry Does QIBGX Operate In?
Federated Hermes MDT Balanced IS operates within the asset management industry, a sector characterized by intense competition and evolving market dynamics. The industry is influenced by factors such as interest rates, economic growth, and investor sentiment. The fund competes with other asset management firms and balanced funds, striving to deliver superior returns and manage risk effectively. The asset management industry is experiencing growth driven by increasing demand for investment solutions and the rising affluence of investors. The competitive landscape includes both large, established firms and smaller, specialized players, all vying for market share.
Who Are QIBGX's Key Customers?
- Individual investors seeking a balanced investment approach.
- Institutional investors looking for diversified asset allocation.
- Retirement savers seeking long-term growth and income.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
QIBGX Financials
Bull Case vs Bear Case
Bull Case
- Diversified investment approach across asset classes.
- Experienced investment management team at Federated Hermes.
- Flexible asset allocation strategy to adapt to market conditions.
- Ongoing: Strategic asset allocation adjustments based on market conditions.
Bear Case
- Dependence on the expertise of the investment adviser.
- Potential for underperformance compared to specialized funds.
- No dividend payouts may deter income-focused investors.
- Potential: Market volatility impacting fund performance.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
QIBGX Latest News
No recent news available for QIBGX.
QIBGX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for QIBGX.
Price Targets
Wall Street price target analysis for QIBGX.
QIBGX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for QIBGX; grades run from A+ (80-100) to F (below 30).
What Investors Ask About Federated Hermes MDT Balanced IS (QIBGX) — Financials
What are the main risks for QIBGX?
The main risks for Federated Hermes MDT Balanced IS include market volatility, which can impact the fund's performance and asset values. Changes in interest rates can also affect the value of its fixed-income investments.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- AI analysis pending for QIBGX
- Information is based on available data and may be subject to change.