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Federated Kaufmann Large Cap A: (MF: KLCAX)

(MF) As of Mar 27, 2017 06:05 PM ET

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$20.68 USD

+0.01 (0.05%)

Zacks MF Rank 3-Hold     3    

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 Feb 28, 2017

Total Return %* Percentile Rank Objective
YTD 6.67 30
3 months 7.62 35
6 months 6.29 78
1 Year 22.02 54
3 Year 7.23 50
5 Year 13.81 12
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 Hold 3
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 17.30
% Yield 0.00
% SEC Yield NA
Net Assets (Mil $) 2/28/2017 597.05
%Turnover 2/28/2017 34.00

Risk

3 Year 5 Year 10 Year
Beta 0.97 0.99 NA
Alpha -2.70 0.13 NA
R Squared 0.77 0.72 NA
Std. Dev. 11.54 11.98 NA
Sharpe 0.67 1.21 NA

Sector / Country Weightings

As of 2/28/2017 % of Portfolio
Finance 25.95
Technology 19.17
Retail Trade 11.81
Health 10.67
Other 10.22
Industrial Cyclical 8.04
Non-Durable 4.65
Consumer Durables 3.30
Utilities 2.74
Services 1.92
Energy 1.53

Portfolio Holdings

Top Equity Holdings
(As of 10/31/2016)
% of Portfolio Value (Mil$)
FEDERATED PRIME VAL OBLIG 10.81 293.56
ALPHABET INC 3.05 82.77
FACEBOOK INC 2.93 79.66
T MOBILE US 2.74 74.35
GENMAB A S 2.73 74.23
BROADCOM CORP 2.73 74.07
AMAZON.COM INC 2.54 69.03
NXP SEMICONDUCTORS NV 2.54 69.00
~VANTIV INC 2.47 67.11

Stock Holding % of Net Assets

As Of 10/31/2016
Total Issues 48
Avg. P/E 23.70
Avg. P/Book 3.97
Avg. EPS Growth 13.65
Avg. Market Value (Mil $) 115,991

Allocation

% of Portfolio
Large Growth 63.40
Large Value 9.71
Small Growth 10.85
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 0.00