Federated Global Allocation Fund (IS) SBFIX

Share Classes Product Type Asset Class Category
Mutual Fund Balanced/Hybrid ; Global World Allocation
As of 07-31-2015

Highlights

  • Pursues relative safety of capital, with the possibility of long-term growth of capital and income. Consideration is also given to current income.
  • Invests in a mix of asset classes including a globally diverse range of equity and fixed-income instruments that provide targeted region, country, sector, style and size exposures.
  • Under normal circumstances, at least 40% of the fund's investments are in countries outside the U.S., allowing investment managers to capture diversified opportunities for outperformance internationally.
  • The asset mix will change based upon the team's view of economic and market conditions. The portfolio is continually reviewed taking into account macro considerations such as liquidity, volatility, interest rates, inflation, individual country impacts and economic events along with factors such as risk, return and correlations among holdings.

Key Investment Team


Facts

Symbol   SBFIX
Fund Number(s)   879
Newspaper Listing   FdGlobAFIS
CUSIP   314183500
Benchmark   60% MSCI All Country World Index/40% Barclays Global Aggregate Index
Performance Inception Date   12-31-1968
Fiscal Year-End   11-30

Morningstar Ratings™

disclosures »
    Funds in Category
Overall 462
3 Year 462
5 Year 344
Based on risk adjusted total return. The overall rating is derived from a weighted average of the fund’s three-, five-, and ten-year average annual returns, as applicable.

Morningstar Category & Style

disclosures »
Category World Allocation
Style