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Federated Kaufman Large Cap Fund A: (MF: KLCAX)

(NASDAQ Mutual Funds) As of Jan 20, 2018 10:42 PM ET

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$24.93 USD

+0.14 (0.57%)

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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Latest Performance as of Dec 31, 2017

Total Return %* Percentile Rank Objective
YTD 23.27 37
3 months 4.54 79
6 months 8.25 77
1 Year 23.27 37
3 Year 9.78 43
5 Year 15.13 28
10 Year 10.53 3

* 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
Zacks Premium - The only way to get access to the Zacks Rank

Zacks MF Rank Hold 3
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Portfolio Statistics

%Unrealized Gain YTD 31.79
% Yield 0.00
% SEC Yield NA
Net Assets (Mil $) 12/31/2017 597.49
%Turnover 12/31/2017 60.00

Risk

3 Year 5 Year 10 Year
Beta 0.95 0.95 1.09
Alpha -0.84 0.24 1.50
R Squared 0.77 0.71 0.87
Std. Dev. 10.84 10.71 17.71
Sharpe 0.92 1.44 1.00

Sector / Country Weightings

As of 12/31/2017 % of Portfolio
Technology 28.21
Finance 16.60
Other 11.19
Industrial Cyclical 10.79
Retail Trade 9.54
Non-Durable 8.95
Health 8.12
Utilities 2.74
Consumer Durables 2.15
Services 1.71

Portfolio Holdings

Top Equity Holdings
(As of 10/31/2017)
% of Portfolio Value (Mil$)
FEDERATED INSTL PRIME VAL 5.51 179.73
BROADCOM CORP 3.61 117.70
FACEBOOK INC 3.36 109.51
ALPHABET INC 3.24 105.58
SALESFORCE.COM INC 2.92 95.18
AMAZON.COM INC 2.84 92.51
T MOBILE US 2.74 89.36
MASTERCARD INC 2.71 88.52
~VANTIV INC 2.47 80.50

Stock Holding % of Net Assets

As Of 10/31/2017
Total Issues 53
Avg. P/E 26.86
Avg. P/Book 4.80
Avg. EPS Growth 11.67
Avg. Market Value (Mil $) 127,948

Allocation

% of Portfolio
Large Growth 76.29
Large Value 0.00
Small Growth 13.16
Small Value 0.00
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 1.89
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00