Federated Balanced Allocation A
5800 Corporate Drive Pittsburgh PA 15237-7000
Map
Phone: 800-341-7400
| Category: | Moderate Allocation | | Fund Family: | Federated | | Net Assets: | 23.83M | | Year-to-Date Return: | 21.59% | | Yield: | 2.31% | | Morningstar Rating: |  | | Fund Inception Date: | 23-Dec-05 |
|
Philip J. Orlando
Lead Manager since
17-Aug-07 | | | Orlando is a portfolio manager with Federated since August 17, 2007, his employer since March 2003. He joined Federated as a senior portfolio manager and a senior vice president. Orlando has served as both chief investment officer and a senior equity portfolio manager at Value Line Asset Management from November 1995 to March 2003. 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 |
|
| |
| The investment objective seeks provide capital appreciation. The fund pursues the investment objective by investing 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
(30-Dec-08):
| 0.17 | | Last Cap Gain
(27-Dec-07):
| 0.93 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 82.83% |
|
| Expense | BAFAX | Category
Avg | | Total Expense Ratio: | %
| 1.01% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | 5.50%
| 5.30% | | Max Deferred Sales Load: | %
| 2.71% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $633 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $964 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,881 |
|
|
0.01% Nasdaq 
0.07%
Profile
