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Federated Kaufmann Large Cap A: (MF: KLCAX)

(MF) As of Oct 19, 2017 06:05 PM ET

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$23.09 USD

+0.03 (0.13%)

Zacks MF Rank 5-Strong Sell         5

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 Sep 30, 2017

Total Return %* Percentile Rank Objective
YTD 17.90 28
3 months 3.54 70
6 months 9.10 33
1 Year 18.03 46
3 Year 9.48 38
5 Year 15.41 7
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 Strong Sell 5
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 28.06
% Yield 0.00
% SEC Yield NA
Net Assets (Mil $) 9/30/2017 599.13
%Turnover 9/30/2017 60.00

Risk

3 Year 5 Year 10 Year
Beta 0.96 0.93 NA
Alpha -0.68 2.08 NA
R Squared 0.78 0.70 NA
Std. Dev. 10.92 10.68 NA
Sharpe 0.89 1.48 NA

Sector / Country Weightings

As of 9/30/2017 % of Portfolio
Technology 24.13
Finance 17.27
Industrial Cyclical 11.19
Other 9.96
Health 9.70
Retail Trade 9.30
Non-Durable 6.82
Consumer Durables 3.55
Utilities 3.25
Energy 2.62
Services 2.21

Portfolio Holdings

Top Equity Holdings
(As of 4/30/2017)
% of Portfolio Value (Mil$)
FEDERATED INSTL PRIME VAL 3.85 119.15
T MOBILE US 3.25 100.57
BROADCOM CORP 3.18 98.48
ALPHABET INC 3.05 94.49
FACEBOOK INC 2.95 91.38
SALESFORCE.COM INC 2.59 80.09
MICROSOFT CORP 2.53 78.18
AMAZON.COM INC 2.50 77.38
GENMAB AS 2.43 75.08

Stock Holding % of Net Assets

As Of 4/30/2017
Total Issues 56
Avg. P/E 24.30
Avg. P/Book 4.04
Avg. EPS Growth 14.04
Avg. Market Value (Mil $) 114,571

Allocation

% of Portfolio
Large Growth 70.86
Large Value 0.00
Small Growth 9.70
Small Value 0.00
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 12.82
Foreign Bond 0.00
High Yield Bond 0.00