Federated Global Allocation Fund (IS) SBFIX

Share Classes Product Type Asset Class Category
Mutual Fund Balanced/Hybrid ; Global World Allocation
As of 09-30-2014

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 globally diverse range of equity and fixed-income securities and funds.
  • 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 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.
  • The investment team consists of Federated's senior domestic and international equity and fixed income managers as well as credit and equity research analysts who bring extensive sector and industry experience to the fund's collaborative investment process.

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 366
3 Year 366
5 Year 247
10 Year 124
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

Related Information


 
 
 
 
 
 
 
 
 
 
 
Mutual funds are subject to risks and fluctuate in value.
The fund’s Institutional Shares commenced operations on June 12, 2009. For the period prior to the commencement of operations for the Institutional Shares, the performance information shown is for the fund’s Class A Shares. The performance of the Class A Shares has not been adjusted to reflect the expenses of the Institutional Shares since the Institutional Share class is estimated to have a lower expense ratio than the expense ratio of the Class A Shares. The performance of the Class A Shares has been adjusted to remove any voluntary waiver of the fund’s expenses related to the Class A Shares that may have occurred during the period prior to the commencement of operations of the Institutional Share class.

Bond prices are sensitive to changes in interest rates, and a rise in interest rates can cause a decline in their prices.

International investing involves special risks including currency risk, increased volatility, political risks, and differences in auditing and other financial standards.

High-yield, lower-rated securities generally entail greater market, credit/default and liquidity risks and may be more volatile than investment-grade securities.

Past performance is no guarantee of future results.

Investors should carefully consider the fund's investment objectives, risks, charges and expenses before investing. To obtain a summary prospectus or prospectus containing this and other information, contact us or view the prospectus provided on this website. Please carefully read the summary prospectus or prospectus before investing.

"Category" product classifications noted at the top are Federated's internal classifications.

For additional information, including definitions of related terms and indexes, see the Financial Glossary and Benchmark Index Glossary.

Federated Securities Corp., Distributor
Not FDIC Insured May Lose Value No Bank Guarantee
Copyright © 2014 Federated Investors, Inc.

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