3 / 5 Stars
2 3 3 3 2
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#59 in Small Value
U.S. News evaluated 117 Small Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 21.52 percent over the past year, 11.61 percent over the past three years, 20.65 percent over the past five years, and 8.41 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-1.6%|
|3 Years (Annualized)||11.6%|
|5 Years (Annualized)||20.7%|
|10 Years (Annualized)||8.4%|
The investment seeks capital appreciation. The fund primarily invests in common stocks and other equity securities of U.S. companies with small market capitalizations. Small-cap companies are defined as companies with similar market capitalizations at the time of purchase as those in the range of the Russell 2000 Index. It invests in securities of U.S. companies operating in a broad range of industries based primarily on value characterizations such as price-cash flow, price-earnings and price-book value ratios. The fund may invest in equity securities of domestic issuers; derivative instruments and/or hybrid instruments such as futures and options; and ETFs.
Fees are High compared to funds in the same category.
Federated Clover Small Value Fund has an expense ratio of 1.26 percent.
Risk is Average compared to funds in the same category according to Morningstar.