Federated Balanced Allocation Fund Class B Shares
Information as of 10/31/2009
Benchmark S&P 500 Index Assets (Portfolio) $48,942,212 Assets (Share Class) $18,818,549 Symbol BAFBX Fund Number(s) 603 Newspaper Listing BalAllocB CUSIP 314212879 Performance Inception Date 12/23/2005 Fiscal Year-End 11/30 Current Prospectus Date 01/31/2009 Fund Description The fund seeks to provide investors with capital appreciation.		Key Investment Team Members Dean J. Kartsonas, CFA Philip J. Orlando, CFA Lawrence E. Auriana Joseph M. Balestrino, CFA Carol R. Miller, CFA Hans P. Utsch Jonathan Art Mark Bauknight Audrey H. Kaplan Geoffrey C. Pazzanese Morningstar Category Moderate Allocation Morningstar Style Investment Objective Capital appreciation Investment Concentration The fund invests in four underlying Federated funds that invest primarily in U.S. and foreign equity and/or fixed income securities. It also seeks to maintain an equal allocation of its non-cash assets in the four underlying funds.
Performance data quoted represents past performance which is no guarantee of future results.
Pursuant to filings made with the SEC, effective January 29, 2008, the Federated InterContinental Fund replaced the Federated American Leaders Fund as an underlying fund in the Federated Balanced Allocation Fund. Accordingly, effective January 29, 2008, the four underlying funds are Federated Intermediate Corporate Bond Fund, Federated Capital Appreciation Fund, Federated InterContinental Fund, and Federated Kaufmann Fund. The performance data reflects the historical composition of the fund during the stated time period. Bond prices are sensitive to changes in interest rates and a rise in interest rates can cause a decline in their prices. Diversification does not assure a profit nor protect against loss. International investing involves special risks including currency risk, increased volatility, political risks and differences in auditing and other financial standards. Prices of emerging markets securities can be significantly more volatile than the prices of securities in developed countries, and currency risk and political risks are accentuated in emerging markets. Small company stocks may be less liquid and subject to greater price volatility than large capitalization stocks. Due to its strategy of investing in other mutual funds, this fund may incur certain additional expenses and tax results that would not be present with a direct investment in the underlying funds. Investors should carefully consider the fund’s investment objectives, risks, charges and expenses before investing. To obtain a prospectus containing this and other information, contact us or view the prospectus provided on this website. Please carefully read the prospectus before investing. 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

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