Federated Global Allocation Fund Quote

FSBKX Fund  USD 20.19  0.19  0.95%   

Performance

Very Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Federated Global is trading at 20.19 as of the 4th of May 2025; that is 0.95 percent up since the beginning of the trading day. The fund's open price was 20.0. Federated Global has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 3rd of February 2025 and ending today, the 4th of May 2025. Click here to learn more.
The fund will invest in a diversified mix of various asset classes, which may include, but are not limited to, equity and fixed-income investments, in any proportion. It will generally allocate a substantial amount of its total assets to non-U.S. investments. More on Federated Global Allocation

Moving together with Federated Mutual Fund

  0.74EMDIX Federated Emerging MarketPairCorr
  0.97QKACX Federated Mdt AllPairCorr
  0.99QKBGX Federated Mdt BalancedPairCorr
  1.0SBFIX Federated Global AllPairCorr
  0.72FRIEX Federated Hermes EmergingPairCorr

Moving against Federated Mutual Fund

  0.8FSGVX Federated U SPairCorr

Federated Mutual Fund Highlights

Fund ConcentrationFederated Funds, Large Blend Funds, World Allocation Funds, World Allocation, Federated, Large Blend, World Allocation (View all Sectors)
Update Date31st of March 2025
Federated Global Allocation [FSBKX] is traded in USA and was established 4th of May 2025. Federated Global is listed under Federated category by Fama And French industry classification. The fund is listed under World Allocation category and is part of Federated family. This fund currently has accumulated 396.82 M in assets under management (AUM) with no minimum investment requirementsFederated Global All is currently producing year-to-date (YTD) return of 0.02% with the current yeild of 0.02%, while the total return for the last 3 years was 3.57%.
Check Federated Global Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Federated Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Federated Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Federated Global Allocation Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Federated Global Allocation Mutual Fund Constituents

AAPLApple IncStockInformation Technology
IEMGiShares Core MSCIEtfDiversified Emerging Mkts
MSFTMicrosoftStockInformation Technology
More Details

Federated Global All Risk Profiles

Federated Global Against Markets

Other Information on Investing in Federated Mutual Fund

Federated Global financial ratios help investors to determine whether Federated Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Federated with respect to the benefits of owning Federated Global security.
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