Clover Small Value Fund

Clover Small Value Fund RMutual FundsSmall Cap

Overview

AT A GLANCE
Portfolio
Assets
$426.1 Million
YTD Return NAV
15.49%
Equity
Stock certificate
Gross
Expenses  †
1.66%
Net
Expenses  †
1.41%
STRATEGY

Seeks capital appreciation by investing primarily in common stocks and other equity securities of U.S. companies with small market capitalizations.

KEY FACTS
Key Facts - Part 1
Symbol Clover Small Value Fund R
Benchmark Russell 2000® Value Index
Key Facts - Part 2
Fund Number(s)
670
CUSIP 314172172
Performance Incp. Date
MORNINGSTAR CATEGORY & STYLE
Category
Small Value
Style
Morningstar Style Box
      Large
      Medium
      Small
Value Blend Growth  
INVESTMENT GOALS Retirement
Growth
MANAGERS
Stephen Gutch, CFA
Senior Vice President
Senior Portfolio Manager, Head of Clover Value Team

joined Federated
23 years of experience
Martin Jarzebowski, CFA
Vice President
Portfolio Manager
Senior Investment Analyst

joined Federated
11 years of experience

Performance

Characteristics

Commentary

Documents

Distributions and Taxes