| 19.20 Net Asset Value | -0.88% 1 Day | +16.86% Year-to-Date | Overall Morningstar Rating |
| Large value Style or Category | No Load Sales Expenses | 2.12% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | +6.67% | 3 years | +15.26% | |
| 3 months | +9.91% | 5 years | +2.36% | |
| 1 year | +32.83% | Since inception | +3.15% |
| VFCCX | Category | |
|---|---|---|
| Performance 5-yr return | +2.36% | +4.49% |
| Expense ratio | 2.12% | 1.20% |
| Risk 5 year sharpe ratio | 0.19 | 0.29 |
| Net assets | $960.0M | $2.1B |
| Average market cap | $30.7B | $55.9B |
| Average P/E | 15.2 | 14.7 |
| Portfolio turnover | 63% | 63% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Federated |
| Fund manager & tenure | Matthew Kaufler / 13 Years |
| Minimal initial investment | $1,500.00 |
| Minimum IRA investment | $250.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Financial service | 27.35% |
| Energy | 16.66% |
| Industrial materials | 11.69% |
| Consumer goods | 10.08% |
| Media | 8.67% |
| PFE Pfizer Inc | 7.06% |
| JNJ Johnson & Johnson | 6.09% |
| ALL Allstate Corp | 4.48% |
| C Citigroup Inc | 3.60% |
| MDLZ Mondelez International Inc | 3.25% |
| BMC BMC Software, Inc. | 3.22% |
| GPN Global Payments, Inc. | 3.14% |
| NVDA NVIDIA Corporation | 3.04% |
| IR Ingersoll-Rand PLC | 2.92% |
| ACE ACE Ltd | 2.85% |
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