Federated Global Allocation Fund Quote
| SBFIX Fund | USD 20.34 0.04 0.20% |
PerformanceVery Weak
| Odds Of DistressLow
|
Federated Global is trading at 20.34 as of the 24th of March 2025; that is 0.2 percent down since the beginning of the trading day. The fund's open price was 20.38. 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 24th of December 2024 and ending today, the 24th of March 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
Federated Mutual Fund Highlights
| Fund Concentration | Federated Funds, Large Blend Funds, World Allocation Funds, World Allocation, Federated (View all Sectors) |
| Expense Ratio Date | 31st of January 2023 |
| Fiscal Year End | November |
Federated Global Allocation [SBFIX] is traded in USA and was established 24th of March 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 at this time has accumulated 297.92 M in assets with no minimum investment requirementsFederated Global All is currently producing year-to-date (YTD) return of 0.79% with the current yeild of 0.02%, while the total return for the last 3 years was 3.35%.
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
| AAPL | Apple Inc | Stock | Information Technology | |
| MSFT | Microsoft | Stock | Information Technology | |
| IEMG | iShares Core MSCI | Etf | Diversified Emerging Mkts |
Federated Global All Risk Profiles
| Mean Deviation | 0.4694 | |||
| Standard Deviation | 0.6177 | |||
| Variance | 0.3816 | |||
| Risk Adjusted Performance | (0.05) |
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.
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. |