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Federated Equity Funds Shs -c-kaufmann Small Cap Fund: (MF: FKCSX)

(NASDAQ Mutual Funds) As of Feb 16, 2019 08:15 PM ET

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$32.36 USD

+0.39 (1.22%)

Zacks MF Rank 1-Strong Buy 1        

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 Jan 31, 2019

Total Return %* Percentile Rank Objective
YTD 9.79 80
3 months 5.14 1
6 months -0.10 2
1 Year 9.23 3
3 Year 25.97 1
5 Year 12.89 1
10 Year 18.14 3

* Annual for three years and beyond.

Zacks Premium Research for FKCSX

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 Strong Buy 1
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 22.45
% Yield 0.00
% SEC Yield
Net Assets (Mil $) 1/31/2019 129.70
%Turnover 1/31/2019 39.00

Risk

3 Year 5 Year 10 Year
Beta 1.13 1.18 1.23
Alpha 9.41 0.77 0.42
R Squared 0.72 0.60 0.72
Std. Dev. 14.85 17.21 19.43
Sharpe 1.75 0.80 2.00

Sector / Country Weightings

As of 1/31/2019 % of Portfolio
Finance 33.60
Technology 25.73
Health 19.66
Industrial Cyclical 8.10
Non-Durable 6.45
Retail Trade 5.52
Services 4.64
Consumer Durables 1.53
Energy 0.33
Other -5.56

Portfolio Holdings

Top Equity Holdings
(As of 10/31/2018)
% of Portfolio Value (Mil$)
FEDERATED INSTL PRIME VAL 23.20 361.31
~FEDERATED GOVT OBLIG FD 3.97 61.87
ARGENX SE 3.03 47.22
GALAPAGOS NV 2.15 33.45
VEEVA SYSTEMS INC 1.42 22.15
RAPID7 INC 1.22 19.00
AZUL HOLDINGS INC 1.17 18.29
RYMAN HOSPITALITY PROPERT 1.10 17.15
ANAPTYSBIO INC 1.09 16.99

Stock Holding % of Net Assets

As Of 10/31/2018
Total Issues 192
Avg. P/E 36.14
Avg. P/Book 2.92
Avg. EPS Growth -8.5
Avg. Market Value (Mil $) 3,693

Allocation

% of Portfolio
Large Growth 28.08
Large Value 0.00
Small Growth 59.45
Small Value 0.00
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 5.47
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00