Federated Clover Mid Value A
5800 Corporate Drive Pittsburgh PA 15237-7000
Map
Phone: 800-341-7400
| Category: | Mid-Cap Value | | Fund Family: | Federated | | Net Assets: | 450.00K | | Year-to-Date Return: | 26.78% | | Yield: | 0.59% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Jul-02 |
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Albert M Yu
Lead Manager since
31-Mar-09 | | | Yu has been the Fund?s portfolio manager since March 2009. Prior to joining Federated, He was employed by Clover since 2003, where he co-managed Clover?s mid cap value investment strategy. Prior to his employment with Clover, Yu served as a sector research analyst with Fidelity?s Financial Services Group in Boston. He also served as a research analyst at Core Pacific Securities, and as a credit analyst at Chase Manhattan Bank. Yu 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 seeks capital appreciation The fund invests at least 80% of assets in equity securities of U.S. companies with middle market capitalizations. It invests assets in a diversified portfolio of equity securities including common stocks, preferred stocks which are convertible into common stocks, and in American depository receipts, which may constitute up to 20% of assets. It may also invest in debt securities convertible into common stocks and may invest up to 5% of net assets in warrants and rights to purchase common stocks, and up to 10% of net assets in equity interests. The fund may use derivative contracts and/or hybrid instruments. |
| Last Dividend
(29-Sep-09):
| 0.03 | | Last Cap Gain
(8-Dec-09):
| 0.66 | | Annual Holdings Turnover
| 53.00% | | Average for Category:
| 92.67% |
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| Expense | VFMAX | Category
Avg | | Total Expense Ratio: | %
| 1.36% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | 5.50%
| 5.43% | | Max Deferred Sales Load: | %
| 2.43% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $693 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,074 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,080 |
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0.03% Nasdaq 0.00%
0.05 (0.36%) 
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