Federated Clover Value Instl
5800 Corporate Drive Pittsburgh PA 15237-7000
Map
Phone: 800-341-7400
| Category: | Large Value | | Fund Family: | Federated | | Net Assets: | 84.18M | | Year-to-Date Return: | 20.60% | | Yield: | % | | Morningstar Rating: |  | | Fund Inception Date: | 16-Mar-09 |
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Matthew P. Kaufler
Lead Manager since
31-Mar-09 | | | Kaufler joined Federated since February 2009.Prior,he serves as senior vice president and portfolio manager with Clover Capital, his employer since 1991. Previously, he was assistant vice president and portfolio manager in the trust investment division at Chase Manhattan Bank and in the brokerage industry. Kaufler holds the Chartered Financial Analyst designation, and is the recipient of the Financial Executives Institute award for academic excellence |
| Min Initial Investment: | $1,000,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks capital appreciation. The fund primarily invests 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. Large cap companies are considered to be companies with market capitalizations similar to those in the Russell 1000 Index. It may also invest in securities with mid or small market capitalizations. |
| Last Dividend
(26-Aug-09):
| 0.02 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 73.00% | | Average for Category:
| 75.50% |
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| Expense | VFCIX | Category
Avg | | Total Expense Ratio: | %
| 1.27% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.45% | | Max Deferred Sales Load: | %
| 2.64% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $628 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $960 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,847 |
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0.02% Nasdaq 0.00%
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