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Federated Kaufman Large Cap Fd K: (MF: KLCAX)

(MF) As of Jul 29, 2014 06:05 PM ET

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$17.85 USD

+0.01 (0.06%)

Zacks MF Rank : 5 - Strong Sell [?]         5

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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General Information as of Jun 30, 2014

% Yield 0.00
% SEC Yield NA
% YTD Return (as of Jun 30, 2014) 5.98
Objective* Large Cap Growth
Peer* GR LG

*Key

Zacks Premium Research for KLCAX

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Zacks MF Rank [?] Rank Change Trend Strong Sell 5
MF Research Report

( = Change in last 30 days)

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Portfolio Statistics

%Unrealized Gain YTD 15.79
Net Assets (Mil $) 6/30/2014 365.69
%Turnover 6/30/2014 114.00

Allocation

% of Portfolio
Large Growth 80.66
Large Value 0.00
Small Growth 5.98
Small Value 0.00
Foreign Stock 8.18
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00

Sector / Country Weightings

As of 6/30/2014 % of Portfolio
Technology 24.40
Finance 14.16
Industrial Cyclical 12.45
Non-Durable 9.85
Health 8.84
Consumer Durables 8.72
Services 6.91
Retail Trade 6.68
Energy 6.33
Utilities 1.14
Other 0.52

Portfolio Holdings

Top Equity Holdings
(As of 4/30/2014)
% of Portfolio Value (Mil$)
AMERICAN INTERNATIONAL GR 3.16 44.77
FEDERATED PRIME VAL OBLIG 2.85 40.33
ALLERGAN INC 2.52 35.66
NXP SEMICONDUCTORS NV 2.43 34.34
INCYTE PHARMACEUTICALS IN 2.41 34.19
MICRON TECHNOLOGY INC 2.37 33.61
SHIRE 2.33 32.94
GILEAD SCIENCES INC 2.25 31.81
LAS VEGAS SANDS CORP 2.19 30.97

Stock Holding % of Net Assets

As Of 4/30/2014
Total Issues 58
Avg. P/E 30.13
Avg. P/Book 4.22
Avg. EPS Growth 11.32
Avg. Market Value (Mil $) 62,804

Risk

3 Year 5 Year 10 Year
Beta 1.25 1.11 NA
Alpha -2.13 -0.17 NA
R Squared 0.79 0.82 NA
Std. Dev. 17.24 16.34 NA
Sharpe 1.13 1.33 NA