Federated Hermes MDT Balanced Fund (QIBGX) Alternatives

Federated Hermes MDT Balanced Fund (QIBGX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with QIBGX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.

Cheapest Alternatives to QIBGX

QIBGX charges 1.06% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among QIBGX alternatives.

Symbol	Name	Expense Ratio	Inception
FRGAX	Fidelity 70% Allocation Fund	0.02%	Jan 1, 2022	QIBGX vs FRGAX
PALDX	PGIM 60/40 Allocation Fund	0.03%	Sep 12, 2017	QIBGX vs PALDX
TSAIX	TIAA-CREF Lifestyle Aggressive Growth Fund	0.04%	Dec 8, 2011	QIBGX vs TSAIX
FYMIX	Fidelity Sustainable Multi-Asset Fund	0.05%	Feb 9, 2022	QIBGX vs FYMIX
BWBIX	Baron WealthBuilder Fund	0.05%	Dec 28, 2017	QIBGX vs BWBIX

Best Risk-Adjusted Alternatives to QIBGX

Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.

Symbol	Name	Risk / Return Rank	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	99	Nov 16, 2003	QIBGX vs STDAX
TIBIX	Thornburg Investment Income Builder Fund Class I	98	Dec 24, 2002	QIBGX vs TIBIX
BERIX	Chartwell Income Fund	96	Sep 2, 1987	QIBGX vs BERIX
NWQIX	Nuveen Flexible Income Fund	95	Dec 8, 2009	QIBGX vs NWQIX
PMAIX	Pioneer Multi-Asset Income Fund A	93	Dec 22, 2011	QIBGX vs PMAIX

Top Performing QIBGX Alternatives (YTD)

QIBGX alternatives from the Diversified Portfolio category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
SIFAX	SEI Institutional Managed Trust Multi-Asset Inflat...	9.34%	Apr 8, 2012	QIBGX vs SIFAX
PUDZX	PGIM Real Assets Fund	9.23%	Dec 29, 2010	QIBGX vs PUDZX
IOEZX	ICON Equity Income Fund	8.64%	May 9, 2004	QIBGX vs IOEZX
AAAAX	DWS RREEF Real Assets Fund - Class A	8.59%	Jul 30, 2007	QIBGX vs AAAAX
CONWX	Concorde Wealth Management Fund	8.18%	Dec 3, 1987	QIBGX vs CONWX

Lowest Volatility Alternatives to QIBGX

QIBGX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	0.93%	Nov 16, 2003	QIBGX vs STDAX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	2.64%	Apr 8, 2012	QIBGX vs SCLAX
AVEFX	Ave Maria Bond Fund	3.44%	Apr 30, 2003	QIBGX vs AVEFX
CSTAX	American Funds College 2027 Fund	3.47%	Sep 13, 2012	QIBGX vs CSTAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	3.66%	Nov 16, 2003	QIBGX vs SICIX

Lowest Drawdown Alternatives to QIBGX

QIBGX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	-0.59%	Nov 16, 2003	QIBGX vs STDAX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	-2.32%	Apr 8, 2012	QIBGX vs SCLAX
AVEFX	Ave Maria Bond Fund	-2.52%	Apr 30, 2003	QIBGX vs AVEFX
CSTAX	American Funds College 2027 Fund	-2.72%	Sep 13, 2012	QIBGX vs CSTAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	-2.73%	Nov 16, 2003	QIBGX vs SICIX

Other Mutual Funds from Federated

Most popular Federated mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
QILGX	Federated Hermes MDT Large Cap Growth Fund	Large Cap Growth Equities	24	-12.41%	Sep 15, 2005	QIBGX vs QILGX
SVAIX	Federated Hermes Strategic Value Dividend Fund	Large Cap Value Equities	77	8.28%	Mar 30, 2005	QIBGX vs SVAIX
QAMNX	Federated Hermes MDT Market Neutral A	Long-Short	72	1.41%	Sep 30, 2008	QIBGX vs QAMNX
KAUFX	Federated Hermes Kaufmann Fd	Mid Cap Growth Equities	13	-12.10%	Feb 21, 1986	QIBGX vs KAUFX
QIACX	Federated Hermes MDT All Cap Core Fund	Large Cap Blend Equities	42	-7.69%	Oct 1, 2002	QIBGX vs QIACX
FGSAX	Federated Hermes MDT Mid Cap Growth Fund	Mid Cap Growth Equities	12	-9.53%	Aug 23, 1984	QIBGX vs FGSAX
FHYTX	Federated Hermes Opportunistic High Yield Bond Fun...	High Yield Bonds	76	-2.24%	Aug 23, 1984	QIBGX vs FHYTX
FIHBX	Federated Hermes Institutional High Yield Bond Fun...	High Yield Bonds	86	-1.88%	Nov 1, 2002	QIBGX vs FIHBX
ISCAX	Federated Hermes International Small-Mid Company F...	Foreign Small & Mid Cap Equities	75	-3.05%	Feb 27, 1996	QIBGX vs ISCAX
BEARX	Federated Hermes Prudent Bear Fd	Inverse Equities, Leveraged	2	8.44%	Dec 27, 1995	QIBGX vs BEARX

Often Compared With QIBGX

What investors most often compare with QIBGX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
TRAIX	T. Rowe Price Capital Appreciation Fund - I Class	Diversified Portfolio	79	-4.98%	Dec 17, 2015	QIBGX vs TRAIX
QBDSX	Quantified Managed Income Fund	Diversified Portfolio	26	-0.76%	Aug 8, 2013	QIBGX vs QBDSX
EKBAX	Allspring Diversified Capital Builder Fund	Diversified Portfolio	90	4.55%	Jan 19, 1998	QIBGX vs EKBAX
TPDAX	Timothy Plan Defensive Strategies Fund	Diversified Portfolio	93	7.48%	Nov 3, 2009	QIBGX vs TPDAX
WWWEX	Kinetics The Global Fund	Diversified Portfolio	12	5.17%	Dec 30, 1999	QIBGX vs WWWEX

Compare QIBGX with Any Fund or Stock

Compare QIBGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Federated Hermes MDT Balanced Fund

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