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

(MF) As of Apr 16, 2014 06:05 PM ET

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$16.39 USD

+0.26 (1.61%)

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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General Information as of Mar 31, 2014

% Yield 0.00
% SEC Yield NA
% YTD Return (as of Mar 31, 2014) 0.35
Objective* Equity - 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 Hold 3
MF Research Report

( = Change in last 30 days)

Zacks Mutual Fund #1 Ranked Funds

View the Zacks Mutual Fund Rank Guide

Portfolio Statistics

%Unrealized Gain YTD 19.26
Net Assets (Mil $) 3/31/2014 365.69
%Turnover 3/31/2014 114.00

Allocation

% of Portfolio
Large Growth 71.54
Large Value 15.00
Small Growth 0.00
Small Value 0.00
Foreign Stock 6.21
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 3/31/2014 % of Portfolio
Technology 22.16
Finance 20.09
Industrial Cyclical 10.75
Health 8.47
Non-Durable 7.38
Services 7.36
Energy 6.98
Retail Trade 5.70
Consumer Durables 5.50
Other 4.20
Utilities 1.41

Portfolio Holdings

Top Equity Holdings
(As of 1/31/2014)
% of Portfolio Value (Mil$)
FEDERATED PRIME VAL OBLIG 7.85 93.61
GILEAD SCIENCES INC 2.57 30.69
SALESFORCE.COM INC 2.52 30.05
PHARMACYCLICS INC 2.40 28.65
LYONDELLBASELL INDU CL A 2.36 28.09
NXP SEMICONDUCTORS NV 2.34 27.85
BIOGEN IDEC INC 2.28 27.20
CAPITAL ONE FINANCIAL COR 2.15 25.63
LAS VEGAS SANDS CORP 2.13 25.44

Stock Holding % of Net Assets

As Of 1/31/2014
Total Issues 58
Avg. P/E 30.30
Avg. P/Book 4.15
Avg. EPS Growth 13.35
Avg. Market Value (Mil $) 63,023

Risk

3 Year 5 Year 10 Year
Beta 1.24 1.14 NA
Alpha -1.00 0.27 NA
R Squared 0.80 0.84 NA
Std. Dev. 17.37 17.51 NA
Sharpe 1.06 1.49 NA