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

(MF) As of Mar 27, 2015 06:05 PM ET

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$19.34 USD

+0.10 (0.52%)

Zacks MF Rank : 4 - Sell [?]       4  

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 Feb 28, 2015

% Yield 0.00
% SEC Yield NA
% YTD Return (as of Feb 28, 2015) 7.61
Objective Large Growth
Peer GR LG

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 Sell 4
MF Research Report

( = Change in last 30 days)

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Portfolio Statistics

%Unrealized Gain YTD 19.57
Net Assets (Mil $) 2/28/2015 485.10
%Turnover 2/28/2015 68.00

Allocation

% of Portfolio
Large Growth 67.92
Large Value 0.00
Small Growth 5.08
Small Value 0.00
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 0.72
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 21.09

Sector / Country Weightings

As of 2/28/2015 % of Portfolio
Technology 19.18
Finance 17.59
Industrial Cyclical 13.45
Health 12.68
Non-Durable 8.23
Services 7.11
Other 6.70
Retail Trade 5.70
Consumer Durables 4.61
Energy 3.85
Utilities 0.90

Portfolio Holdings

Top Equity Holdings
(As of 10/31/2014)
% of Portfolio Value (Mil$)
FEDERATED PRIME VAL OBLIG 2.74 48.79
INCYTE PHARMACEUTICALS IN 2.72 48.48
PHARMACYCLICS INC 2.57 45.81
AMERICAN INTERNATIONAL GR 2.53 45.14
APPLE INC 2.50 44.45
REGENERON PHARMACEUTICALS 2.44 43.43
MICRON TECHNOLOGY INC 2.39 42.58
SHIRE 2.34 41.75
GILEAD SCIENCES INC 2.31 41.22

Stock Holding % of Net Assets

As Of 10/31/2014
Total Issues 55
Avg. P/E 31.44
Avg. P/Book 3.66
Avg. EPS Growth 11.41
Avg. Market Value (Mil $) 78,339

Risk

3 Year 5 Year 10 Year
Beta 0.99 1.10 NA
Alpha 3.41 1.27 NA
R Squared 0.65 0.81 NA
Std. Dev. 11.72 15.98 NA
Sharpe 1.90 1.27 NA