2 / 5 Stars
4 4 3 3 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#7 in World Allocation
U.S. News evaluated 129 World Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 17.03 percent over the past year, 9.69 percent over the past three years, 10.57 percent over the past five years, and 6.17 percent over the past decade.
|Trailing Returns||Updated 10.31.2013|
|Year to date||15.5%|
|3 Years (Annualized)||9.7%|
|5 Years (Annualized)||10.6%|
|10 Years (Annualized)||6.2%|
The investment seeks to provide relative safety of capital with the possibility of long-term growth of capital and income. The fund will be invested in a mix of various asset classes. These asset classes may include, but not be limited to, equity and fixed income investments, in any proportion. The fund will generally allocate a substantial amount of its total assets to non-U.S. investments. It will allocate its assets among various regions and countries, including the United States, but in no fewer than three different countries.
Fees are Low compared to funds in the same category.
Federated Global Allocation Fund has an expense ratio of 1.22 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.