Clover Balanced

Managed AccountsAsset Allocation

Overview

STRATEGY

A blended, active stock & bond portfolio that combines our All Cap Value equity selections with high quality fixed income securities, to seek capital appreciation with less volatility than an all-equity strategy. With a target allocation of 60% equities and 40% fixed income, the stock portion invests in a broad range of large-, mid- and small-cap U.S. companies whose stocks are believed to be trading below their intrinsic values, while the bond portion invests primarily in Treasuries and U.S. government bonds.

KEY FACTS
Key Facts - Part 1
Benchmark 60% Russell 3000® Value Index/40% Bloomberg Barclays United States Intermediate Treasury Index
Key Facts - Part 2
Strategy Inception Date
INVESTMENT GOALS Retirement
Growth
Income
MANAGERS
Stephen Gutch, CFA
Senior Vice President
Senior Portfolio Manager, Head of Clover Value Team

joined Federated
23 years of experience
Denis Doherty, CFA
Senior Vice President
Senior Portfolio Manager, Head of Managed Accounts Group

joined Federated
31 years of experience

Documents