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

(MF) As of Dec 18, 2014 06:05 PM ET

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$18.77 USD

+0.41 (2.23%)

Zacks MF Rank : 2 - Buy [?]   2      

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 Nov 30, 2014

% Yield 0.00
% SEC Yield NA
% YTD Return (as of Nov 30, 2014) 13.40
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 [?] Buy 2
MF Research Report

( = Change in last 30 days)

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Portfolio Statistics

%Unrealized Gain YTD 17.99
Net Assets (Mil $) 11/30/2014 497.00
%Turnover 11/30/2014 64.00

Allocation

% of Portfolio
Large Growth 79.83
Large Value 13.87
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 0.00

Sector / Country Weightings

As of 11/30/2014 % of Portfolio
Technology 22.82
Finance 19.82
Industrial Cyclical 13.09
Non-Durable 11.22
Health 8.73
Energy 5.98
Consumer Durables 5.96
Services 5.71
Retail Trade 3.32
Other 2.21
Utilities 1.14

Portfolio Holdings

Top Equity Holdings
(As of 7/31/2014)
% of Portfolio Value (Mil$)
FEDERATED PRIME VAL OBLIG 7.10 113.05
AMERICAN INTERNATIONAL GR 2.75 43.80
PHARMACYCLICS INC 2.65 42.23
LYONDELLBASELL INDU CL A 2.63 41.97
SHIRE 2.58 41.15
FACEBOOK INC 2.47 39.39
MICRON TECHNOLOGY INC 2.47 39.31
GILEAD SCIENCES INC 2.33 37.11
NXP SEMICONDUCTORS NV 2.25 35.91

Stock Holding % of Net Assets

As Of 7/31/2014
Total Issues 57
Avg. P/E 33.16
Avg. P/Book 3.46
Avg. EPS Growth 8.48
Avg. Market Value (Mil $) 70,544

Risk

3 Year 5 Year 10 Year
Beta 1.08 1.10 NA
Alpha 1.16 0.60 NA
R Squared 0.63 0.82 NA
Std. Dev. 12.36 15.83 NA
Sharpe 2.00 1.22 NA