Federated Global Allocation Fund Class R Shares

 (MUTF:FSBKX)   Watch this mutual fund  
Find more results for Philip R Kaplan´┐Ż

Performance

Trailing returns

1 day   +0.73%
   
1 week
   
-1.08%  
4 week   +0.73%
   
3 month   +0.05%
   
YTD
   
-0.16%  
1 year   +12.69%
   
3 years*   +6.91%
   
5 years*   +11.46%
   
*annualized
Best 3 month return+18.80%  
Worst 3 month return-20.14%  

Morningstar statistics

Morningstar category: World Allocation
  Return Risk Rating
3 years Average Average
5 years Average Average
10 years Below Average Below Average
Overall Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets422.44M 
Front load-  
Deferred load-  
Expense ratio1.71%  
Management fee-  
Fund familyFederated 

Asset allocation

Cash3.52%  
Stocks75.46%  
Bonds12.36%  
Other8.65%  

Purchase information

Initial$250  
Additional$100  
IRA Initial$250  
AIP Initial$50  
AIP Additional$50  
19.35+0.07(0.36%)
Apr 17, 4:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks to provide relative safety of capital with the possibility of long-term growth of capital and income. The fund will be invested in a mix of various asset classes. These asset classes may include, but not be limited to, equity and fixed income investments, in any proportion. The fund will generally allocate a substantial amount of its total assets to non-U.S. investments. It will allocate its assets among various regions and countries, including the United States, but in no fewer than three different countries.
Fund filings (PDF) »
Asset managers:
Timothy Goodger (Started: Aug 17, 2007)
Chengjun(Chris) Wu (Started: Apr 8, 2014)
Ihab Salib (Started: Dec 31, 2012)
Philip Orlando (Started: Aug 17, 2007)
Audrey Kaplan (Started: Feb 1, 2014)
Advisor Company:
Federated Global Inv Mgmt Corp
Fund family reports on Morningstar »
not available, 4000 Ericsson Drive, Pittsburgh, PA 15222-3779, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -1.36 -1.71 -3.10 -1.86
Beta* 1.38 1.10 1.18 1.07
Mean annual return 1.11 0.61 1.07 0.49
R-squared* 96.14 92.46 92.53 92.60
Standard deviation 9.20 9.51 11.38 10.80
Sharpe ratio 1.44 0.76 1.12 0.40
* Against standard index

Top 10 holdings