Global Allocation Fund

Global Allocation Fund CMutual FundsGlobal

Overview

AT A GLANCE
Portfolio
Assets
$356.3 Million
YTD Return NAV
8.39%
Multi-Asset
Horiziontally divided upward facing pyramid.
Gross
Expenses  †
2.07%
Net
Expenses  †
1.95%
STRATEGY

Seeks relative safety of capital with the possibility of long-term growth of capital and income by investing in a diversified mix of various asset classes. Consideration is also given to current income.

KEY FACTS
Key Facts - Part 1
Symbol Global Allocation Fund C
Benchmark 60% Morgan Stanley Capital International All Country World Index/40% Bloomberg Barclays Global Aggregate Index
Key Facts - Part 2
Fund Number(s)
608
CUSIP 314183302
Performance Incp. Date
MORNINGSTAR CATEGORY & STYLE
Category
World Allocation
Style
Morningstar Style Box
      Large
      Medium
      Small
Value Blend Growth  
INVESTMENT GOALS Retirement
Growth
Income
Global Diversification
MANAGERS
Timothy Goodger, Ph.D.
Senior Vice President
Senior Portfolio Manager

joined Federated
15 years of experience
John Sherman, CFA
Senior Portfolio Manager
MDT Advisers, a Federated Advisory Company

joined Federated
28 years of experience
Steven Chiavarone, CFA
Vice President
Portfolio Manager

joined Federated
12 years of experience
Ihab Salib
Senior Vice President
Senior Portfolio Manager
Head of International Fixed Income Group

joined Federated
26 years of experience
Chengjun (Chris) Wu, CFA
Vice President
Portfolio Manager
Senior Investment Analyst

joined Federated
12 years of experience
Qun Liu, CFA
Assistant Vice President
Portfolio Manager
Senior Quantitative Analyst

joined Federated
13 years of experience

Performance

Characteristics

Commentary

Documents

Distributions and Taxes