Federated Global Allocation Fund (C) FSBCX

As of 08-31-2015


  • 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


Symbol   FSBCX
Fund Number(s)   608
Newspaper Listing   FdGlobAFC
CUSIP   314183302
Benchmark   60% MSCI All Country World Index/40% Barclays Global Aggregate Index
Performance Inception Date   04-19-1993
Fiscal Year-End   11-30

Morningstar Ratings™

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    Funds in Category
Overall 461
3 Year 461
5 Year 345
10 Year 178
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

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Category World Allocation