Federated Clover Small Value C
5800 Corporate Drive Pittsburgh PA 15237-7000
Map
Phone: 800-341-7400
| Category: | Small Value | | Fund Family: | Federated | | Net Assets: | 4.72M | | Year-to-Date Return: | 19.60% | | Yield: | 0.33% | | Morningstar Rating: |  | | Fund Inception Date: | 20-Nov-06 |
|
Lawrence Creatura
Lead Manager since
31-Mar-09 | | | Creatura joinied Federated since February 2009. He is a specialist in portfolio construction and risk control at Clover Capital Management, Inc. He conducts investment research in real estate related industries and contributes to Clovers quantitative research work. Prior to joining Clover in 1994, Creatura spent several years in laser research for medical applications. Creatura 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 seeks to capital appreciation The fund invest at least 80% of assets in equity securities of U.S. companies with small market capitalizations. It invests assets in a diversified portfolio of equity securities including common stocks, preferred stocks and other domestically traded securities of foreign issuers which may constitute up to 20% of assets. The fund may also invest in debt securities convertible into common stocks, and may invest up to 5% of net assets in warrants and rights, and up to 15% of net assets in equity interests issued by real estate investment trusts. It may use derivative contracts and/or hybrid instruments. |
| Last Dividend
(30-Jun-09):
| 0.01 | | Last Cap Gain
(8-Dec-09):
| 0.14 | | Annual Holdings Turnover
| 68.00% | | Average for Category:
| 86.18% |
|
| Expense | VSFCX | Category
Avg | | Total Expense Ratio: | %
| 1.52% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.42% | | Max Deferred Sales Load: | 1.00%
| 2.53% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $638 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,010 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,034 |
|
|
0.02% Nasdaq 0.00%
Profile
