Federated Clover Small Value Fund (R) VSFRX

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


  • Pursues capital appreciation.
  • Invests primarily in stocks of high-quality, small-cap companies trading at attractive values relative to cash flow, book value, financial strength and historical valuations.
  • Managed by a three-member team with more than 40 years of combined experience; industry-dedicated analysts average more than 15 years of experience.
  • Selects stocks through a disciplined and repeatable investment process combining intensive screening and rigorous first-hand analysis.
  • Serves as a core small-value stock holding.

Key Investment Team


Symbol   VSFRX
Fund Number(s)   670
Newspaper Listing   FdClSmlValR
CUSIP   314172172
Benchmark   Russell 2000 Value Index
Performance Inception Date   02-28-1996
Fiscal Year-End   9-30

Morningstar Category & Style

disclosures »
Category Small Value

Related Information

Mutual funds are subject to risks and fluctuate in value.
The fund commenced operations on March 16, 2009, when the fund received a transfer of assets from a common fund that was organized as a Delaware limited liability company and only available to accredited investors. On August 28, 2009, the Touchstone Diversified Small Cap Value Fund, formerly a portfolio of Touchstone Funds Group Trust (the “Touchstone Small Fund”) was reorganized into the fund. As a result of the reorganization, the Touchstone Small Fund became the accounting survivor. Accordingly, the performance information prior to August 28, 2009, is historical information of the Touchstone Small Fund.

The fund's Class R Shares is a new class of shares which commenced operations on December 1, 2010. For the period prior to the commencement of operations for the Class R Shares, the performance information shown is for the fund's Class A Shares adjusted to reflect the expenses of the Class R Shares.

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.

Because the fund invests in smaller companies, it may be more volatile, and subject to greater short-term risk, than funds that invest in larger companies. Smaller companies may have limited resources, product lines and markets and their securities may trade less frequently and in more limited volumes than securities of larger companies.

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
Copyright © 2015 Federated Investors, Inc.

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