Federated Clover Value Fund Institutional Shares

 (MUTF:VFCIX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.86%
   
1 week
   
-0.13%  
4 week   +0.39%
   
3 month
   
-1.82%  
YTD   +1.20%
   
1 year   +0.01%
   
3 years*   +15.69%
   
5 years*   +14.37%
   
*annualized
Best 3 month return+16.74%  
Worst 3 month return-17.21%  

Morningstar statistics

Morningstar category: Large Value
  Return Risk Rating
3 years Average Above Average
5 years Average Above Average
10 years Average Average
Overall Average Above Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets954.28M 
Front load-  
Deferred load-  
Expense ratio0.95%  
Management fee-  
Fund familyFederated 

Asset allocation

Cash4.77%  
Stocks95.23%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$1,000,000  
Additional$0  
AIP Initial$1,000,000  
AIP Additional$50  
23.33+0.20(0.86%)
Jul 29, 4:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks capital appreciation. The fund invests primarily in common stocks and other equity securities of U.S. companies with large market capitalizations that the Adviser believes are undervalued relative to the market or their historic valuations. Securities with mid- or small-market capitalizations may also be held. Large-cap companies are considered to be companies with market capitalizations similar to those in the Russell 1000� Index. It seeks to invest in securities of U.S. companies operating in a broad range of industries based primarily on value characteristics such as price-cash flow, price-earnings and price-book value ratios.
Fund filings (PDF) »
Asset managers:
Stephen Gutch (Started: May 21, 2009)
Paul Spindler (Started: Oct 31, 2006)
Matthew Kaufler (Started: Jan 31, 2000)
Advisor Company:
Federated Global Investment Management Corp.
Fund family reports on Morningstar »
Federated Investors Funds, 4000 Ericsson Drive, Warrendale, PA 15086-7561, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -8.70 -1.63 -2.73 -0.92
Beta* 1.05 1.06 1.10 1.02
Mean annual return -0.06 1.32 1.31 0.66
R-squared* 86.48 87.57 94.10 94.28
Standard deviation 10.50 9.73 13.59 15.49
Sharpe ratio -0.07 1.62 1.15 0.42
* Against standard index

Top 10 holdings

Security Net Assets  
Hartford Financial Services Group Inc (HIG) 4.47%  
Corning Inc (GLW) 4.42%  
Teva Pharmaceutical Industries Ltd ADR (TEVA) 4.38%  
American International Group Inc (AIG) 4.35%  
Ameriprise Financial Inc (AMP) 4.28%  
Ingersoll-Rand PLC (IR) 4.18%  
NVIDIA Corp (NVDA) 3.91%  
Stanley Black & Decker Inc (SWK) 3.82%  
CVS Health Corp (CVS) 3.79%  
Live Nation Entertainment Inc (LYV) 3.59%