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

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

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$25.13 USD

-0.15 (-0.59%)

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 Mar 31, 2018

Total Return %* Percentile Rank Objective
YTD 4.72 7
3 months 4.73 7
6 months 9.49 19
1 Year 19.46 25
3 Year 8.85 44
5 Year 14.22 15
10 Year 11.63 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 31.79
% Yield 0.00
% SEC Yield
Net Assets (Mil $) 3/31/2018 599.90
%Turnover 3/31/2018 44.00

Risk

3 Year 5 Year 10 Year
Beta 0.95 0.94 1.10
Alpha -1.13 1.73 1.41
R Squared 0.79 0.72 0.87
Std. Dev. 10.92 10.94 17.79
Sharpe 0.81 1.32 1.00

Sector / Country Weightings

As of 3/31/2018 % 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 69.50
Large Value 5.82
Small Growth 8.48
Small Value 0.00
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 12.92