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

(NASDAQ Mutual Funds) As of Jun 20, 2018 08:15 PM ET

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$26.30 USD

-0.19 (-0.72%)

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 May 31, 2018

Total Return %* Percentile Rank Objective
YTD 8.13 14
3 months 2.17 31
6 months 7.76 19
1 Year 17.17 33
3 Year 9.09 46
5 Year 13.75 19
10 Year 10.96 5

* 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
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Portfolio Statistics

%Unrealized Gain YTD 38.22
% Yield 0.00
% SEC Yield
Net Assets (Mil $) 5/31/2018 605.05
%Turnover 5/31/2018 44.00

Risk

3 Year 5 Year 10 Year
Beta 0.95 0.93 1.10
Alpha -1.14 1.59 1.17
R Squared 0.80 0.73 0.87
Std. Dev. 10.97 10.86 17.71
Sharpe 0.82 1.28 1.00

Sector / Country Weightings

As of 5/31/2018 % of Portfolio
Technology 29.41
Finance 15.45
Industrial Cyclical 12.91
Non-Durable 9.66
Retail Trade 8.26
Other 7.61
Health 6.48
Services 4.71
Utilities 2.82
Consumer Durables 2.08
Energy 0.61

Portfolio Holdings

Top Equity Holdings
(As of 1/31/2018)
% of Portfolio Value (Mil$)
FACEBOOK INC 3.29 113.66
ALPHABET INC 3.08 106.40
SALESFORCE.COM INC 3.07 105.94
AMAZON.COM INC 3.02 104.17
MASTERCARD INC 2.91 100.56
T MOBILE US 2.82 97.32
BROADCOM CORP 2.73 94.25
VISA INC 2.60 89.74
FEDEX CORP 2.56 88.46

Stock Holding % of Net Assets

As Of 1/31/2018
Total Issues 56
Avg. P/E 26.96
Avg. P/Book 4.84
Avg. EPS Growth 10.53
Avg. Market Value (Mil $) 157,336

Allocation

% of Portfolio
Large Growth 79.01
Large Value 0.00
Small Growth 8.37
Small Value 0.00
Foreign Stock 9.91
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00