Federated Clover's Balanced portfolio is a blend of our All Cap Value stock selections and high quality fixed income securities. The portfolio is well-suited for investors primarily seeking capital appreciation who may be unwilling to accept the volatility inherent in an all equity portfolio.
Portfolio Construction
- Target allocation of 50% equity and 50% fixed income. Customized allocations available.
- Equity composed of a diversified group of attractive value stocks.
- Fixed Income holdings diversified among Treasury Bonds, Corporate Bonds and Mortgage Backed Securities.
Performance as of 3/31/12*:
| |
1 Year |
3 Years |
5 Years |
10 Years |
| Clover Balanced (Gross) |
7.33% |
14.41% |
4.08% |
6.50% |
| Clover Balanced (Net) |
6.48% |
13.53% |
3.27% |
5.65% |
| 50% Russell 3000 Value Index / 50% Barclays Aggregate Index |
6.44% |
15.13% |
3.24% |
5.67% |
| 50% Russell 3000 Index / 50% Barclays Aggregate Index |
7.89% |
15.70% |
4.72% |
5.63% |
Gross performance results are presented before advisory fees, but after custodial fees and brokerage commissions. Net performance results are presented after deducting a management fee in accordance with the firm's fee schedule set forth in Part 2 of the firm's Form ADV. For information relating to the Federated subsidiary that provides fixed income advisory services for this product, please refer to Part 2 of Federated Investment Counseling’s Form ADV.
*Supplemental to the GIPS compliant presentation.
For additional disclosure, click here.
Investment Professionals: