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Federated Clover Value R (VFCKX) Fund Ranking and Research

Ranking, Research and Recommendation of Federated Clover Value R (VFCKX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Federated Clover Value R Fund (VFCKX) ManagerFund Manager - Matthew P. Kaufler

Fund Manager Information

Fund Manager Tenure: 20.2 years
Similar Funds: VFCAX  VFCBX  VFCCX  VFCIX 
Fund Family: Federated
Fund Category: Large Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.42)     (What does this score mean?)

 

Graph of Federated Clover Value R Fund (VFCKX) ProfileFederated Clover Value R Fund (VFCKX) Profile

Fund Profile and Description

Federated Clover Value R Fund seeks capital appreciation. Federated Clover Value R Fund primarily invests in common stocks and other equity securities of U.S. companies with large market capitalizations that the Adviser believes are undervalued relative to the market or their historic valuations. Large cap companies are considered to be companies with market capitalizations similar to those in the Russell 1000® Index. It may also invest in securities with mid or small market capitalizations.

 

Federated Clover Value R (VFCKX) Fund Strength What we like about Federated Clover Value R (VFCKX) Fund

Data for Federated Clover Value R Fund (VFCKX) as of May 30, 2016

  • Federated Clover Value R Fund (VFCKX) management has been with Federated Clover Value R Fund for 20.2 years
  • Federated Clover Value R Fund (VFCKX) ratio of up-years vs down years is greater than 2

Federated Clover Value R Fund (VFCKX) Weakness What we are cautious about Federated Clover Value R (VFCKX) Fund

Data for Federated Clover Value R Fund (VFCKX) as of May 30, 2016

  • Federated Clover Value R Fund (VFCKX) has a less-than-ideal short-term performance (1-year return -13.03% vs -2.36% Large Value category median performance)
  • Federated Clover Value R Fund (VFCKX) has a less-than-ideal mid-term performance (3-year return 3.44% vs 7.81% Large Value category median performance)
  • Federated Clover Value R Fund (VFCKX) has a less-than-ideal Long-term performance (5-year return 6.37% vs 9.15% Large Value category median performance)
  • Federated Clover Value R Fund (VFCKX) has a Morningstar rating of 3 and below
  • Federated Clover Value R Fund (VFCKX) is less safe compared to its Large Value peers
  • Federated Clover Value R Fund (VFCKX) has an annual stock turnover rate of 102.00% that is higher than the Large Value average of 44.24%. This could mean Federated Clover Value R is more nimble, but also signal potential high tax impact and high trading fees
  • Federated Clover Value R Fund (VFCKX) does not have a good risk adjusted return as its 3-year Alpha of -8.43 is worse than category average of -2.66, and its 3-year Sharpe ratio is 0.31
  • Federated Clover Value R Fund (VFCKX) is more volatile than its peers as it has a 3-year Standard Deviation of 13.43 that is higher than category average of 11.7
  • Federated Clover Value R Fund (VFCKX) has a higher expense ratio of 1.42% than its Large Value average of 1.10%
  • Even though Federated Clover Value R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See Federated Clover Value R Fund (VFCKX) performance details as of May 30, 2016

 

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Compare Federated Clover Value R Fund (VFCKX)Compare with other top Large Value category mutual funds

Aadditional top Large Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Federated Clover Value R-0.88-13.033.446.37
American Funds Washington Mutual R6 (RWMGX)4.012.339.9611.35Compare
Invesco Diversified Dividend A (LCEAX)6.815.3410.8311.26Compare
AB Growth and Income A (CABDX)2.632.169.1511.11Compare

See top fund managers for Large Value Category Funds

 

Compare Federated Clover Value R Fund (VFCKX)Compare with Large Value category ETFs

Some Large Value ETFs for your consideration

ETFYear to DateOne YearThree Year
Vanguard High Dividend Yield ETF (VYM)6.38%4.49%10.76%
WisdomTree Total Dividend ETF (DTD)6.26%3.08%10.25%
Schwab US Large-Cap Value ETF (SCHV)5.45%2.83%9.22%
iShares Morningstar Large-Cap Value (JKF)6.37%2.65%8.24%
WisdomTree Dividend ex-Financials ETF (DTN)8.12%2.21%9.53%

 

Graph of Federated Clover Value R Fund (VFCKX) Net Asset TrackingFederated Clover Value R (VFCKX) Fund Net Asset

Track net asset change of Federated Clover Value R fund (VFCKX)

DateNet Asset
05/2016$698.20M
03/2016$704.77M
02/2016$670.37M
More historic net asset information on Federated Clover Value R Fund (VFCKX)

  

Graph of Federated Clover Value R Fund (VFCKX) Portfolio TrackingFederated Clover Value R (VFCKX) Fund Portfolio Allocation

Track portfolio allocation change of Federated Clover Value R fund (VFCKX)

DateCashStockBondOther
03/20164.61%91.89%0%3.5%
12/20152.16%97.84%0%0%
09/20153.47%96.53%0%0%
Click here to see more historic asset allocation information on Federated Clover Value R Fund (VFCKX)

 

graph of Federated Clover Value R Fund (VFCKX) Top 10 Position TrackingTop 10 Holdings in Federated Clover Value R (VFCKX) Fund

Discover what Federated Clover Value R Fund (VFCKX) manager is buying

Mar 30, 2016
Pfizer, Inc. Common Stock [4.6%]
Ingersoll-Rand plc (Ireland) [4.51%]
Waste Management, Inc. Common S [4.27%]
Hartford Financial Services Gro [4.26%]
Symantec Corporation [4.21%]
PayPal Holdings, Inc. [4.09%]
CVS Health Corporation Common S [3.88%]
Fifth Third Bancorp [3.82%]
UnitedHealth Group Incorporated [3.53%]
TEGNA Inc [3.36%]

Dec 30, 2015
Symantec Corporation [4.52%]
Live Nation Entertainment, Inc. [4.39%]
Fifth Third Bancorp [4.33%]
American International Group, I [4.16%]
Frontier Communications Corpora [4.08%]
Packaging Corporation of Americ [4.08%]
Ingersoll-Rand plc (Ireland) [3.78%]
Hartford Financial Services Gro [3.77%]
PayPal Holdings, Inc. [3.61%]
Bank of New York Mellon Corpora [3.49%]

Sep 29, 2015
American International Group, I [5.64%]
Hartford Financial Services Gro [4.71%]
CVS Health Corporation Common S [4.43%]
Live Nation Entertainment, Inc. [4.27%]
Symantec Corporation [4.17%]
Frontier Communications Corpora [4.13%]
Fifth Third Bancorp [4.05%]
Packaging Corporation of Americ [3.88%]
Abbott Laboratories Common Stoc [3.86%]
Ingersoll-Rand plc (Ireland) [3.45%]
Click here for Stock Holding Change Map in Federated Clover Value R Fund (VFCKX)

  

Latest News on Federated Clover Value R (VFCKX) Fund

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