Federated Global Allocation Fund (R) FSBKX

Share Classes Product Type Asset Class Category
Mutual Fund Global Moderate Allocation
As of 04-30-2013

Highlights

  • Pursues relative safety of capital, with the possibility of long-term growth of capital and income. Consideration is also given to current income. An actively managed, one-fund approach pursuing income and total return.
  • 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   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 Category & Style

disclosures »
Category Moderate Allocation
Style

Related Information


 
 
 
 
 
 
 
 
 
 
 

Effective December 12, 2012, the fund's name was changed from Federated Asset Allocation Fund to Federated Global Allocation Fund.

Effective 12/12/2012, the fund's benchmark was changed from 50% Russell 3000 Index/10% MSCI All Country World ex U.S. Index/40% Barclays U.S. Universal Index to 60% MSCI All Country World Index/40% Barclays Global Aggregate Bond Index.

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-rate securities generally entail greater market, credit/default and liquidity risk 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 © 2013 Federated Investors, Inc.

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