Federated Global Allocation R (FSBKX)
Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
At close: 08:01PM EDT
Federated Global Allocation R
Pittsburgh, PA 15222-3779
4000 Ericsson Drive
Federated Stock & Bond Fund
Management information
John F. Sherman,Lead manager since 31 July 2017
John F. Sherman, CFA, has been the Fund's Portfolio Manager responsible for asset allocation (including the selection of any exchange-traded funds and derivatives used in the asset allocation process) and the selection of REIT securities for the Fund since October 2002.
He is Vice President of the Trust with respect to the Fund. Mr. Sherman joined MDT Advisers in 2000. He has over 20 years of experience analyzing financial markets. Prior to joining the Adviser, Mr. Sherman served as a Vice President and Senior Analyst for Citizens Financial Group from 1999 to 2000 and as a Senior Analyst for FDIC from 1991 to 1999. He is a member of the CFA Institute and the CFA Society Boston. He received a B.S.B.A. from North Adams State College, and an M.B.A. from Boston University Graduate School of Management.
Morningstar style box
Yahoo partners with Morningstar, a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box, which identifies a fund's investment focus, based on the underlying securities in the fund.
Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryWorld Allocation
Fund familyFederated
Net assets288.12M
YTD return4.86%
Yield1.13%
Morningstar rating★★★
Inception date30 Dec 1968
Fund operations
Last dividend0.06
Last cap gain-19.00
Holdings turnover98.00%
Average for categoryN/A
Fees and expenses
ExpenseFSBKXCategory average
Annual report expense ratio (net)1.15%1.00%
Prospectus net expense ratio1.15%N/A
Prospectus gross expense ratio1.45%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.06%
Max deferred sales loadN/A1.35%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
© 2024 Yahoo. All rights reserved.