Federated Global Allocation Fund Quote
| SBFIX Fund | USD 22.62 0.04 0.18% |
PerformanceGood
| Odds Of DistressLow
|
Federated Global is trading at 22.62 as of the 16th of January 2026; that is 0.18 percent up since the beginning of the trading day. The fund's open price was 22.58. Federated Global has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 25th of June 2024 and ending today, the 16th of January 2026. 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, Federated (View all Sectors) |
| Update Date | 31st of December 2025 |
| Expense Ratio Date | 31st of January 2025 |
| Fiscal Year End | November |
Federated Global Allocation [SBFIX] is traded in USA and was established 16th of January 2026. 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 284.65 M in assets with no minimum investment requirementsFederated Global All is currently producing year-to-date (YTD) return of 1.71% with the current yeild of 0.02%, while the total return for the last 3 years was 11.78%.
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 | 0.3578 | |||
| Semi Deviation | 0.3235 | |||
| Standard Deviation | 0.4548 | |||
| Variance | 0.2069 |
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.
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| USA ETFs Find actively traded Exchange Traded Funds (ETF) in USA |