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

(MF) As of Sep 22, 2016 06:05 PM ET

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$19.38 USD

+0.14 (0.73%)

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 Aug 31, 2016

Total Return %* Percentile Rank Objective
YTD 4.69 55
3 months 3.13 62
6 months 14.80 26
1 Year 3.69 73
3 Year 11.21 25
5 Year 15.13 5
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 15.96
% Yield 0.00
% SEC Yield NA
Net Assets (Mil $) 8/31/2016 825.41
%Turnover 8/31/2016 44.00

Risk

3 Year 5 Year 10 Year
Beta 0.99 1.15 NA
Alpha -0.65 -1.31 NA
R Squared 0.76 0.78 NA
Std. Dev. 12.35 15.24 NA
Sharpe 0.97 1.07 NA

Sector / Country Weightings

As of 8/31/2016 % of Portfolio
Technology 19.77
Finance 14.53
Retail Trade 14.16
Industrial Cyclical 10.57
Health 10.53
Non-Durable 8.20
Other 8.01
Services 5.63
Consumer Durables 5.19
Utilities 2.25
Energy 1.16

Portfolio Holdings

Top Equity Holdings
(As of 4/30/2016)
% of Portfolio Value (Mil$)
GENMAB AS 3.46 100.82
SHERWIN WILLIAMS CO/THE 2.95 85.88
WHIRLPOOL CORP 2.94 85.68
FACEBOOK INC 2.75 79.95
AMAZON.COM INC 2.71 78.82
ALPHABET INC 2.56 74.54
TRACTOR SUPPLY CO 2.50 72.89
~VANTIV INC 2.41 70.17
TJX COMPANIES INC 2.40 69.75

Stock Holding % of Net Assets

As Of 4/30/2016
Total Issues 53
Avg. P/E 24.23
Avg. P/Book 3.96
Avg. EPS Growth 14.39
Avg. Market Value (Mil $) 107,235

Allocation

% of Portfolio
Large Growth 63.88
Large Value 11.25
Small Growth 14.07
Small Value 0.00
Foreign Stock 5.65
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00