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

(MF) As of Jul 30, 2015 06:05 PM ET

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$19.82 USD

+0.05 (0.25%)

Zacks MF Rank : 3 - Hold [?]     3    

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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Latest Performance as of Jun 30, 2015

Total Return %* Percentile Rank Objective
YTD 8.00 5
3 months 0.51 36
6 months 8.00 5
1 Year 13.93 4
3 Year 23.01 1
5 Year 19.58 4
10 Year NA NA

* Annual for three years and beyond.

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 [?] Hold 3
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 18.46
% Yield 0.00
% SEC Yield NA
Net Assets (Mil $) 6/30/2015 738.77
%Turnover 6/30/2015 46.00

Risk

3 Year 5 Year 10 Year
Beta 0.88 1.13 NA
Alpha 7.10 0.11 NA
R Squared 0.58 0.80 NA
Std. Dev. 9.93 15.24 NA
Sharpe 2.36 1.37 NA

Sector / Country Weightings

As of 6/30/2015 % of Portfolio
Technology 19.25
Finance 17.55
Industrial Cyclical 13.35
Health 9.84
Retail Trade 9.58
Non-Durable 8.20
Services 6.47
Other 6.42
Consumer Durables 4.76
Energy 2.75
Utilities 1.83

Portfolio Holdings

Top Equity Holdings
(As of 4/30/2015)
% of Portfolio Value (Mil$)
FEDERATED PRIME VAL OBLIG 3.51 88.26
PIONEER NATURAL RESOURCES 2.75 69.20
INCYTE PHARMACEUTICALS IN 2.41 60.73
TE CONNECTIVITY LTD 2.33 58.58
NXP SEMICONDUCTORS NV 2.20 55.37
AMERICAN INTERNATIONAL GR 2.12 53.48
GILEAD SCIENCES INC 2.12 53.27
SALESFORCE.COM INC 2.05 51.70
APPLE INC 2.05 51.51

Stock Holding % of Net Assets

As Of 4/30/2015
Total Issues 56
Avg. P/E 27.84
Avg. P/Book 3.61
Avg. EPS Growth 12.84
Avg. Market Value (Mil $) 84,555

Allocation

% of Portfolio
Large Growth 72.47
Large Value 0.00
Small Growth 0.00
Small Value 0.00
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 21.22