Federated Global Allocation Fund (R) FSBKX

As of 03-31-2015

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   FSBKX
Fund Number(s)   894
Newspaper Listing   FdGlobAFR
CUSIP   314183401
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 459
3 Year 459
5 Year 327
10 Year 166
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 Class R Shares commenced operations on April 7, 2003. For the period prior to the commencement of operations of the Class R Shares, the performance information shown is for the fund’s Class A Shares, adjusted to reflect the expenses of the Class R Shares. See the prospectus for other fees and expenses that apply to a continued investment in the fund.

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 © 2015 Federated Investors, Inc.

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