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Federated Clover Small Value A (VSFAX) Fund Ranking and Research

Ranking, Research and Recommendation of Federated Clover Small Value A (VSFAX) Fund

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

 

Graph of Federated Clover Small Value A Fund (VSFAX) ManagerFund Manager - Stephen K. Gutch

Fund Manager Information

Fund Manager Tenure: 14.2 years
Similar Funds: VSFCX  VSFIX 
Fund Family: Federated
Fund Category: Small Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.51)     (What does this score mean?)

 

Graph of Federated Clover Small Value A Fund (VSFAX) ProfileFederated Clover Small Value A Fund (VSFAX) Profile

Fund Profile and Description

Federated Clover Small Value A Fund seeks capital appreciation. Federated Clover Small Value A Fund primarily invests in common stocks and other equity securities of U.S. companies with small market capitalizations. Small-cap companies are defined for this purpose as companies with similar market capitalizations at the time of purchase as those in the range of the Russell 2000 Index. It invests at least 80% of assets in equity securities of U.S. companies with small market capitalizations. Federated Clover Small Value A Fund may also invest in debt securities convertible into common stocks, may invest up to 5% of net assets in warrants and rights and up to 15% of net assets in equity interests issued by real estate investment trusts.

 

Federated Clover Small Value A (VSFAX) Fund Strength What we like about Federated Clover Small Value A (VSFAX) Fund

Data for Federated Clover Small Value A Fund (VSFAX) as of May 30, 2016

  • Federated Clover Small Value A Fund (VSFAX) management has been with Federated Clover Small Value A Fund for 14.2 years
  • Federated Clover Small Value A Fund (VSFAX) ratio of up-years vs down years is greater than 2
  • Federated Clover Small Value A Fund (VSFAX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.96, lower than category average of 14.31
  • Federated Clover Small Value A Fund (VSFAX) has a lower expense ratio than its Small Value average: 1.26% vs 1.33%

Federated Clover Small Value A Fund (VSFAX) Weakness What we are cautious about Federated Clover Small Value A (VSFAX) Fund

Data for Federated Clover Small Value A Fund (VSFAX) as of May 30, 2016

  • Federated Clover Small Value A Fund (VSFAX) has a less-than-ideal short-term performance (1-year return -4.72% vs -3.44% Small Value category median performance)
  • Federated Clover Small Value A Fund (VSFAX) has a less-than-ideal mid-term performance (3-year return 5.72% vs 6.26% Small Value category median performance)
  • Federated Clover Small Value A Fund (VSFAX) has a less-than-ideal Long-term performance (5-year return 6.51% vs 7.71% Small Value category median performance)
  • Federated Clover Small Value A Fund (VSFAX) has a Morningstar rating of 3 and below
  • Federated Clover Small Value A Fund (VSFAX) is less safe compared to its Small Value peers
  • Federated Clover Small Value A Fund (VSFAX) has an annual stock turnover rate of 83.00% that is higher than the Small Value average of 58.14%. This could mean Federated Clover Small Value A is more nimble, but also signal potential high tax impact and high trading fees
  • Federated Clover Small Value A Fund (VSFAX) does not have a good risk adjusted return as its 3-year Alpha of -4.28 is worse than category average of -3.94, and its 3-year Sharpe ratio is 0.49
  • Federated Clover Small Value A Fund (VSFAX) carries a 5.5% load
See Federated Clover Small Value A Fund (VSFAX) performance details as of May 30, 2016

 

What do you think?

 

Compare Federated Clover Small Value A Fund (VSFAX)Compare with other top Small Value category mutual funds

Aadditional top Small Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Federated Clover Small Value A3.17-4.725.726.51
CornerCap Small Cap Value (CSCVX)4.881.5711.119.49Compare
Dean Small Cap Value (DASCX)9.152.098.239.21Compare
Wells Fargo Advantage Spec SmCp Val A (ESPAX)8.731.9310.6710.24Compare

See top fund managers for Small Value Category Funds

 

Compare Federated Clover Small Value A Fund (VSFAX)Compare with Small Value category ETFs

Some Small Value ETFs for your consideration

ETFYear to DateOne YearThree Year
WisdomTree SmallCap Dividend ETF (DES)8.71%2.35%9.27%
SPDR S&P 600 Small Cap Value ETF (SLYV)8.03%0.48%9.10%
First Trust Small Cap Val AlphaDEX ETF (FYT)000
iShares Morningstar Small-Cap Value (JKL)000
PowerShares Zacks Micro Cap ETF (PZI)000

 

Graph of Federated Clover Small Value A Fund (VSFAX) Net Asset TrackingFederated Clover Small Value A (VSFAX) Fund Net Asset

Track net asset change of Federated Clover Small Value A fund (VSFAX)

DateNet Asset
05/2016$646.61M
03/2016$658.53M
02/2016$618.31M
More historic net asset information on Federated Clover Small Value A Fund (VSFAX)

  

Graph of Federated Clover Small Value A Fund (VSFAX) Portfolio TrackingFederated Clover Small Value A (VSFAX) Fund Portfolio Allocation

Track portfolio allocation change of Federated Clover Small Value A fund (VSFAX)

DateCashStockBondOther
03/20162.04%97.96%0%0%
12/20154.04%95.36%0%0.6%
09/20152.7%97.3%0%0%
Click here to see more historic asset allocation information on Federated Clover Small Value A Fund (VSFAX)

 

graph of Federated Clover Small Value A Fund (VSFAX) Top 10 Position TrackingTop 10 Holdings in Federated Clover Small Value A (VSFAX) Fund

Discover what Federated Clover Small Value A Fund (VSFAX) manager is buying

Mar 30, 2016
EPR Properties Common Stock [2.43%]
Synovus Financial Corp. Common [2.37%]
F.N.B. Corporation Common Stock [1.92%]
Portland General Electric Co Co [1.83%]
Aqua America, Inc. Common Stock [1.82%]
Popular, Inc. [1.66%]
Highwoods Properties, Inc. Comm [1.66%]
First American Corporation (New [1.65%]
Umpqua Holdings Corporation [1.62%]
WSFS Financial Corporation [1.61%]

Dec 30, 2015
Atmos Energy Corporation Common [2.14%]
Synovus Financial Corp. Common [2.14%]
Great Western Bancorp, Inc. Com [2.11%]
EPR Properties Common Stock [1.98%]
Popular, Inc. [1.79%]
Aqua America, Inc. Common Stock [1.66%]
Portland General Electric Co Co [1.64%]
CNO Financial Group, Inc. Commo [1.57%]
Hilltop Holdings Inc. [1.56%]
WSFS Financial Corporation [1.56%]

Sep 29, 2015
Great Western Bancorp, Inc. Com [2.28%]
Atmos Energy Corporation Common [2.02%]
Synovus Financial Corp. Common [2%]
Popular, Inc. [1.96%]
CNO Financial Group, Inc. Commo [1.92%]
Pinnacle West Capital Corporati [1.82%]
Radian Group Inc. Common Stock [1.82%]
Hilltop Holdings Inc. [1.79%]
Portland General Electric Co Co [1.71%]
WSFS Financial Corporation [1.68%]
Click here for Stock Holding Change Map in Federated Clover Small Value A Fund (VSFAX)

  

Latest News on Federated Clover Small Value A (VSFAX) Fund

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Federated Clover Small Value A Fund (VSFAX) Related ResourcesSee more information on Federated Clover Small Value A (VSFAX) Fund

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