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

(MF) As of Dec 6, 2016 06:05 PM ET

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$19.19 USD

0.00 (0.00%)

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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Latest Performance as of Oct 31, 2016

Total Return %* Percentile Rank Objective
YTD 1.83 62
3 months -2.38 64
6 months 3.74 35
1 Year 0.32 56
3 Year 7.41 26
5 Year 14.08 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
Zacks Premium - The only way to get access to the Zacks Rank

Zacks MF Rank [?] Buy 2
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 19.33
% Yield 0.00
% SEC Yield NA
Net Assets (Mil $) 10/31/2016 774.10
%Turnover 10/31/2016 44.00

Risk

3 Year 5 Year 10 Year
Beta 1.00 1.05 NA
Alpha -1.18 0.04 NA
R Squared 0.80 0.72 NA
Std. Dev. 12.03 12.80 NA
Sharpe 0.67 1.16 NA

Sector / Country Weightings

As of 10/31/2016 % of Portfolio
Technology 19.77
Retail Trade 17.18
Finance 16.14
Health 13.15
Other 9.01
Industrial Cyclical 7.57
Non-Durable 5.30
Consumer Durables 5.20
Services 2.81
Utilities 2.54
Energy 1.33

Portfolio Holdings

Top Equity Holdings
(As of 7/31/2016)
% of Portfolio Value (Mil$)
GENMAB AS 2.94 85.51
ALPHABET INC 2.87 83.33
WHIRLPOOL CORP 2.86 83.18
FEDERATED PRIME VAL OBLIG 2.76 80.15
FACEBOOK INC 2.66 77.46
BROADCOM CORP 2.56 74.51
AMAZON.COM INC 2.55 74.14
T MOBILE US 2.54 73.76
MEDTRONIC PLC 2.50 72.73

Stock Holding % of Net Assets

As Of 7/31/2016
Total Issues 51
Avg. P/E 23.67
Avg. P/Book 4.07
Avg. EPS Growth 14.41
Avg. Market Value (Mil $) 101,969

Allocation

% of Portfolio
Large Growth 78.82
Large Value 0.00
Small Growth 8.83
Small Value 0.00
Foreign Stock 7.20
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00