Federated Clover Value Fund (B) VFCBX

Share Classes Product Type Asset Class Category
Mutual Fund Equity Large Value
As of 03-31-2015


  • Pursues capital appreciation.
  • Invests primarily in stocks of high-quality, large-cap companies trading at attractive values relative to cash flow, book value, financial strength and historical valuations.
  • Selects stocks through a disciplined and repeatable investment process combining intensive screening and rigorous firsthand analysis.
  • Managed by three-member team with more than 70 years of combined experience; industry-dedicated analysts average more than 15 years of experience.
  • Serves as a core large-value stock holding.

Key Investment Team


Symbol   VFCBX
Fund Number(s)   587
Newspaper Listing   FdClValB
CUSIP   314172248
Benchmark   Russell 1000 Value Index
Performance Inception Date   12-06-1991
Fiscal Year-End   9-30

Morningstar Category & Style

disclosures »
Category Large Value

Related Information

Mutual funds are subject to risks and fluctuate in value.
The fund commenced operations on March 16, 2009, when the fund became the successor to a common fund that was organized as a Delaware limited liability company and only available to accredited investors. On August 28, 2009, the Touchstone Value Opportunities Fund, a portfolio of Touchstone Group Trust, (the “Touchstone Value Fund”) was reorganized into the fund. As a result of the reorganization, the Touchstone Value Fund became the accounting survivor. Accordingly, the performance information prior to August 28, 2009, is historical information of the Touchstone Value Fund. The performance shown for the fund’s Class B Shares is historical performance of the Touchstone Value Fund’s Class A Shares adjusted to reflect the expenses of the Class B Shares. The Touchstone Value Fund was managed by Touchstone Advisors, Inc., and had similar investment objectives, strategies and investment policies as the fund.

Diversification does not assure a profit nor protect against loss.

Value stocks tend to have higher dividends and thus have a higher income-related component in their total return than growth stocks. Value stocks also may lag growth stocks in performance at times, particularly in late stages of a market advance.

Past performance is no guarantee of future results.

Investors should carefully consider the fund's investment objectives, risks, charges and expenses before investing. To obtain a summary prospectus or prospectus containing this and other information, contact us or view the prospectus provided on this website. Please carefully read the summary prospectus or prospectus before investing.

"Category" product classifications noted at the top are Federated's internal classifications.

For additional information, including definitions of related terms and indexes, see the Financial Glossary and Benchmark Index Glossary.

Federated Securities Corp., Distributor
Not FDIC Insured May Lose Value No Bank Guarantee
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