Federated Clover Mid Value Instl
5800 Corporate Drive Pittsburgh PA 15237-7000
Map
Phone: 800-341-7400
| Category: | Mid-Cap Value | | Fund Family: | Federated | | Net Assets: | 1.64M | | Year-to-Date Return: | 21.17% | | Yield: | 0.68% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Jul-02 |
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Albert M Yu
Lead Manager since
21-Jan-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: | $1,000,000 | | 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 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
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 91.15% |
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| Expense | VFMIX | Category
Avg | | Total Expense Ratio: | 0.99%
| 1.36% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.44% | | Max Deferred Sales Load: | %
| 2.49% | | 3 Yr Expense Projection*: |
$ 1,255 | $661 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,033 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,042 |
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0.21% Nasdaq 
0.15 (1.08%) 
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