SBFIX : Federated Global Allocation Fund Institutional Shares

SBFIX is a Allocation Market Total World with MODERATE fees.

SBFIX

Federated Global Allocation Fund Institutional Shares

FI Score

50 /100

Expense Ratio Rating

7 /10

Expense Rating

1 /10

Market Score

6 /10

Category Score

5 /10

Market Size

6 /10

50% FI Score
  • sbfix
  • Mutual Fund
  • Allocation
  • Total World

Federated Global Allocation Fund Institutional Shares

Expenses: 0.86% (Better than 1% of similar funds)

This is an OK 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

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo