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

(MF) As of May 4, 2016 06:05 PM ET

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$18.06 USD

-0.14 (-0.77%)

Is KLCAX a
Buy, Hold or Sell?

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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 Mar 31, 2016

Total Return %* Percentile Rank Objective
YTD -3.18 80
3 months -3.18 80
6 months 0.33 83
1 Year -7.29 74
3 Year 11.80 16
5 Year 12.03 6
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
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Portfolio Statistics

%Unrealized Gain YTD 6.56
% Yield 0.00
% SEC Yield NA
Net Assets (Mil $) 3/31/2016 968.79
%Turnover 3/31/2016 55.00

Risk

3 Year 5 Year 10 Year
Beta 0.96 1.15 NA
Alpha 0.59 -0.80 NA
R Squared 0.74 0.80 NA
Std. Dev. 12.74 15.67 NA
Sharpe 0.99 0.85 NA

Sector / Country Weightings

As of 3/31/2016 % of Portfolio
Finance 22.50
Technology 18.61
Retail Trade 12.59
Health 11.51
Non-Durable 8.17
Other 7.47
Industrial Cyclical 7.22
Services 6.62
Consumer Durables 3.07
Utilities 2.24

Portfolio Holdings

Top Equity Holdings
(As of 1/31/2016)
% of Portfolio Value (Mil$)
FEDERATED PRIME VAL OBLIG 9.34 278.23
FACEBOOK INC 2.93 87.23
GENMAB AS 2.86 85.15
ALPHABET INC 2.69 80.17
ALLERGAN PLC 2.63 78.22
CROWN CASTLE INTL CORP 2.50 74.56
SHERWIN WILLIAMS CO/THE 2.48 73.76
STARBUCK'S CORP 2.28 68.06
TRACTOR SUPPLY CO 2.28 68.00

Stock Holding % of Net Assets

As Of 1/31/2016
Total Issues 52
Avg. P/E 26.18
Avg. P/Book 3.99
Avg. EPS Growth 14.26
Avg. Market Value (Mil $) 107,771

Allocation

% of Portfolio
Large Growth 47.75
Large Value 11.96
Small Growth 12.32
Small Value 0.00
Foreign Stock 6.97
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 14.79