FSTBX : Federated Global Allocation Fund Class A Shares

FSTBX is a Allocation Market Total World with HIGH fees.

FSTBX

Federated Global Allocation Fund Class A Shares

FI Score

40 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

6 /10

Category Score

5 /10

Market Size

6 /10

40% FI Score
  • fstbx
  • Mutual Fund
  • Allocation
  • Total World

Federated Global Allocation Fund Class A Shares

Expenses: 1.15% (Better than 0% of similar funds)

This is a bad choice for a Total World Allocation fund. See why ยป

Fund Summary

The investment seeks to provide relative safety of capital with the possibility of long-term growth of capital and income. 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. The fund will allocate its assets among various regions and countries, including the United States, but in no fewer than three different countries.

Largest Holdings

Amount Holding
7.45% Federated Emerging Markets Core
7.34% 10 Year Treasury Note Future June 20
5.57% Federated Mortgage Core Portfolio
3.53% E-mini S&P 500 Futures June20
3.12% 2 Year Treasury Note Future June 20
1.36% Federated Project and Trade Fin Cor
1.32% Euro-Btp Future Jun20 Xeur 20200608
1.28% Microsoft Corp
1.19% Apple Inc
1.12% Amazon.com Inc
0.98% FTSE MIB Index Future June 20
0.86% High Yield Bond Portfolio
0.85% Dax Future June 20
0.80% JPN 10Y BOND(OSE) JUN20 XOSE 20200615
0.80% Future on FTSE/JSE Top 40 NR USD Jun20
0.78% Amsterdam Idx Fut Apr20 Xeue 20200417
0.60% Intel Corp

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