Federated Clover Small Fund Quote
| VSFAX Fund | USD 22.98 0.15 0.65% |
PerformanceVery Weak
| Odds Of DistressLow
|
Federated Clover is trading at 22.98 as of the 21st of March 2025; that is 0.65 percent down since the beginning of the trading day. The fund's open price was 23.13. Federated Clover has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
The fund primarily invests in common stocks and other equity securities of U.S. companies with small market capitalizations. The adviser seeks to achieve its investment objective by investing in companies that the Adviser believes are undervalued relative to the market or their historic valuations. More on Federated Clover Small
Moving together with Federated Mutual Fund
| 0.89 | QKACX | Federated Mdt All | PairCorr |
| 0.74 | QKBGX | Federated Mdt Balanced | PairCorr |
| 0.65 | SBFIX | Federated Global All | PairCorr |
Moving against Federated Mutual Fund
Federated Mutual Fund Highlights
| Fund Concentration | Federated Funds, Large Funds, Small Value Funds, Small Value, Federated (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 30th of November 2022 |
| Fiscal Year End | September |
Federated Clover Small [VSFAX] is traded in USA and was established 21st of March 2025. Federated Clover is listed under Federated category by Fama And French industry classification. The fund is listed under Small Value category and is part of Federated family. This fund at this time has accumulated 208.47 M in net assets with no minimum investment requirementsFederated Clover Small is currently producing year-to-date (YTD) return of 2.93% with the current yeild of 0.01%, while the total return for the last 3 years was 3.29%.
Check Federated Clover Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Federated Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Federated Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Federated Clover Small Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Federated Clover Small Mutual Fund Constituents
| POR | Portland General Electric | Stock | Utilities | |
| KBR | KBR Inc | Stock | Industrials | |
| FIBK | First Interstate BancSystem | Stock | Financials | |
| WTFC | Wintrust Financial | Stock | Financials | |
| SR | Spire Inc | Stock | Utilities | |
| CUZ | Cousins Properties Incorporated | Stock | Real Estate | |
| AAT | American Assets Trust | Stock | Real Estate | |
| WNS | WNS Holdings | Stock | Industrials |
Federated Clover Small Risk Profiles
| Mean Deviation | 0.8639 | |||
| Standard Deviation | 1.16 | |||
| Variance | 1.34 | |||
| Risk Adjusted Performance | (0.11) |
Federated Clover Against Markets
Other Information on Investing in Federated Mutual Fund
Federated Clover financial ratios help investors to determine whether Federated Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Federated with respect to the benefits of owning Federated Clover security.
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