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Federated Global Allocation R (FSBKX) Fund Ranking and Research

Ranking, Research and Recommendation of Federated Global Allocation R (FSBKX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Federated Global Allocation R Fund (FSBKX) ManagerFund Manager - Chengjun(Chris) T Wu

Fund Manager Information

Fund Manager Tenure: 6.0 years
Similar Funds: FSBBX  FSBCX 
Fund Family: Federated
Fund Category: World Allocation
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.53)     (What does this score mean?)

 

Graph of Federated Global Allocation R Fund (FSBKX) ProfileFederated Global Allocation R Fund (FSBKX) Profile

Fund Profile and Description

Federated Global Allocation R Fund seeks to provide relative safety of capital with the possibility of long-term growth of capital and income. Federated Global Allocation R Fund invests between 20% and 80% of assets in fixed income securities and between 20% and 80% of assets in fixed- income securities. Federated Global Allocation R Fund may invest in exchange-traded funds (ETFs), derivative contracts, hybrid instruments and other investment companies. Lastly, it may sell a security short in an effort to profit from a decline in the price of the security.

 

Federated Global Allocation R (FSBKX) Fund Strength What we like about Federated Global Allocation R (FSBKX) Fund

Data for Federated Global Allocation R Fund (FSBKX) as of May 30, 2016

  • Federated Global Allocation R Fund (FSBKX) management has been with Federated Global Allocation R Fund for 6.0 years
  • Federated Global Allocation R Fund (FSBKX) has good mid-term performance (3-year return 3.06% vs 2.81% World Allocation category median performance)
  • Federated Global Allocation R Fund (FSBKX) has good Long-term performance (5-year return 3.69% vs 3.40% World Allocation category median performance)
  • Federated Global Allocation R Fund (FSBKX) ratio of up-years vs down years is greater than 2
  • Asset base in Federated Global Allocation R Fund (FSBKX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Federated Global Allocation R Fund (FSBKX) has an annual stock turnover rate of 76.00% vs World Allocation average of 877.79%. It is good that Federated Global Allocation R management does not trade extensively for its return.

Federated Global Allocation R Fund (FSBKX) Weakness What we are cautious about Federated Global Allocation R (FSBKX) Fund

Data for Federated Global Allocation R Fund (FSBKX) as of May 30, 2016

  • Federated Global Allocation R Fund (FSBKX) has a less-than-ideal short-term performance (1-year return -6.67% vs -4.40% World Allocation category median performance)
  • Federated Global Allocation R Fund (FSBKX) has a Morningstar rating of 3 and below
  • Federated Global Allocation R Fund (FSBKX) is more volatile than its peers as it has a 3-year Standard Deviation of 8.94 that is higher than category average of 8.6
  • Federated Global Allocation R Fund (FSBKX) has a higher expense ratio of 1.59% than its World Allocation average of 1.07%
  • Even though Federated Global Allocation R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See Federated Global Allocation R Fund (FSBKX) performance details as of May 30, 2016

 

What do you think?

 

Compare Federated Global Allocation R Fund (FSBKX)Compare with other top World Allocation category mutual funds

Aadditional top World Allocation mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Federated Global Allocation R0.93-6.673.063.69
AllianzGI Global Allocation D (AGADX)0.03-1.664.974.93Compare
American Funds Capital Income Bldr R6 (RIRGX)5.20-0.755.706.38Compare
Columbia Global Opportunities A (IMRFX)3.43-0.933.304.60Compare

See top fund managers for World Allocation Category Funds

 

Compare Federated Global Allocation R Fund (FSBKX)Compare with World Allocation category ETFs

Some World Allocation ETFs for your consideration

ETFYear to DateOne YearThree Year
IQ Hedge Macro Tracker ETF (MCRO)0.72%-3.36%-1.46%

 

Graph of Federated Global Allocation R Fund (FSBKX) Net Asset TrackingFederated Global Allocation R (FSBKX) Fund Net Asset

Track net asset change of Federated Global Allocation R fund (FSBKX)

DateNet Asset
05/2016$455.15M
03/2016$453.66M
02/2016$435.03M
More historic net asset information on Federated Global Allocation R Fund (FSBKX)

  

Graph of Federated Global Allocation R Fund (FSBKX) Portfolio TrackingFederated Global Allocation R (FSBKX) Fund Portfolio Allocation

Track portfolio allocation change of Federated Global Allocation R fund (FSBKX)

DateCashStockBondOther
03/201617.84%47.94%26.06%5.58%
12/201514.27%48.45%31.19%5.11%
09/201526.82%46.67%18.06%4.95%
Click here to see more historic asset allocation information on Federated Global Allocation R Fund (FSBKX)

 

graph of Federated Global Allocation R Fund (FSBKX) Top 10 Position TrackingTop 10 Holdings in Federated Global Allocation R (FSBKX) Fund

Discover what Federated Global Allocation R Fund (FSBKX) manager is buying

Mar 30, 2016
Emerging Markets Fixed Income Core Fund [11.01%]
iShares Core MSCI Emerging Markets [6.37%]
Us 10yr Note (Cbt)jun16 [6.24%]
Federated Mortgage Core Portfolio [5.13%]
Us 2yr Note (Cbt) Jun16 [4.69%]
E-mini S&P 500 June16 [4.07%]
Dax Index Future Jun16 [3.21%]
S&P Canada 60 Index Future June16 [3.2%]
US Treasury Note 0.75% [3.05%]
Jpn 10y Bond(Ose) Jun16 [3.03%]

Dec 30, 2015
Emerging Markets Fixed Income Core Fund [8.64%]
iShares Core MSCI Emerging Markets [5.2%]
Us 2yr Note (Cbt) Mar16 [5.04%]
Federated Mortgage Core Portfolio [3.65%]
E-mini S&P 500 [3.22%]
Us 10yr Note (Cbt)mar16 [2.92%]
US Treasury Note 0.875% [1.73%]
High Yield Bond Portfolio [1.64%]
Apple Inc. [1.37%]
Federated Project and Trade Fin Cor [0.83%]

Sep 29, 2015
Emerging Markets Fixed Income Core Fund [10.29%]
Ftse 100 Idx Fut Dec15 [8.94%]
iShares Core MSCI Emerging Markets [6.29%]
S&P Canada 60 Index Future Dec15 [5.19%]
E-mini S&P 500 [4.98%]
Federated Mortgage Core Portfolio [4.82%]
CAC 40 Index Future Oct15 [4.46%]
10 Year US Treasury Note Future Dec15 [3.98%]
Ftse/Jse Top 40 Dec15 [3.78%]
High Yield Bond Portfolio [3.67%]
Click here for Stock Holding Change Map in Federated Global Allocation R Fund (FSBKX)

  

Latest News on Federated Global Allocation R (FSBKX) Fund

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Federated Global Allocation R Fund (FSBKX) Related ResourcesSee more information on Federated Global Allocation R (FSBKX) Fund

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