Federated Balanced Allocation B
5800 Corporate Drive Pittsburgh PA 15237-7000
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Phone: 800-341-7400
| Category: | Moderate Allocation | | Fund Family: | Federated | | Net Assets: | 21.40M | | Year-to-Date Return: | -7.49% | | Yield: | 4.50% | | Morningstar Rating: | N/A | | Fund Inception Date: | 23-Dec-05 |
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Philip Orlando
Lead Manager since
17-Aug-07 | | | Orlando has been the Portfolio Manager responsible for the asset allocation of the Funds since August 17, 2007. He joined Federated in March 2003 as a Senior Portfolio Manager and a Senior Vice President of the Funds Adviser. Orlando is the Chief Equity Market Strategist of the Funds Adviser. From November 1995 to March 2003, Orlando was the Chief Investment Officer and Senior Equity Portfolio Manager at Value Line Asset Management. Orlando holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,500 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $1,500 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $50 |
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| The investment objective seeks provide capital appreciation. The fund pursues its investment objective by investing, under normal market conditions, in a combination of the following Federated mutual funds: Federated American Leaders fund, Inc., Federated Capital Appreciation fund, Federated Kaufmann fund, Federated Intermediate Corporate Bond fund. The fund endeavors to maintain approximately 25% allocation to each underlying fund. |
| Last Dividend
(27-Dec-07):
| 0.43 | | Last Cap Gain
(27-Dec-07):
| 0.93 | | Annual Holdings Turnover
| 2.00% | | Average for Category:
| 71.04% |
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| Expense | BAFBX | Category
Avg | | Total Expense Ratio: | 1.02%
| 1.09% | | Max 12b1 Fee: | 0.75%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.25% | | Max Deferred Sales Load: | 5.50%
| 2.76% | | 3 Yr Expense Projection*: |
$1,418 | $625 | | 5 Yr Expense Projection*: |
$1,926 | $954 | | 10 Yr Expense Projection*: |
$3,445 | $1,865 |
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1.14% Nasdaq 0.00%
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