Federated Clover Small Value Fund

Scorecard
2 / 5 Stars
Lipper
2 3 3 3 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
TheStreet.com
C- (Hold)

#77 in Small Value

U.S. News evaluated 118 Small Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 25.58 percent over the past year, 11.18 percent over the past three years, 24.99 percent over the past five years, and 8.73 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 2.9%
1 Year 25.6%
3 Years (Annualized) 11.2%
5 Years (Annualized) 25.0%
10 Years (Annualized) 8.7%

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Summary

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

Fees are Low compared to funds in the same category.
Federated Clover Small Value Fund has an expense ratio of 1.26 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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