Federated Global Allocation Fund (A) FSTBX

Share Classes Product Type Asset Class Category
Mutual Fund Global World Allocation
Overview Benefits Portfolio
Characteristics Performance Hypothetical Commentary Literature
and Prospectuses Distributions
and Tax Info
As of 05-31-2013

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

Philip J. Orlando, CFA
Timothy H. Goodger, Ph.D.
Christopher J. Smith, CFA
Ihab L. Salib

Facts

Symbol   FSTBX
Fund Number(s)   11
Newspaper Listing   FdGlobAF
CUSIP   314183104
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 World Allocation
Style

Related Information

Visit our mobile site


 
 
 
 
 
 
 
 
 
 
 

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.

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.

Connect with us: Twitter Facebook Linked In YouTube iTunes