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Federated Kaufmann Large Cap A (KLCAX) Fund Ranking and Research

Ranking, Research and Recommendation of Federated Kaufmann Large Cap A (KLCAX) Fund

    Last Trade: $22.57 on 7/26/2017, Change: +0.02 (0.09%)

 

Graph of Federated Kaufmann Large Cap A Fund (KLCAX) ManagerFund Manager - Hans S. Utsch

Fund Manager Information

Fund Manager Tenure: 9.6 years
Similar Funds: KLCCX  KLCIX  KLCKX 
Fund Family: Federated
Fund Category: Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.72)     (What does this score mean?)

 

Graph of Federated Kaufmann Large Cap A Fund (KLCAX) ProfileFederated Kaufmann Large Cap A Fund (KLCAX) Profile

Fund Profile and Description

Federated Kaufmann Large Cap A Fund seeks long-term capital appreciation. Federated Kaufmann Large Cap A Fund invests primarily the stocks of large companies that are traded on national securities exchanges, NASDAQ stock market and on the over-the-counter market. Large companies will be defined as companies with market capitalizations that are in the top 75% of the market capitalization range of the Russell 1000 Index. It may invest up to 30% of net assets in foreign securities in both developed and emerging markets. Federated Kaufmann Large Cap A Fund may invest in fixed-income securities and use derivative contracts and/or hybrid instruments.

 

Federated Kaufmann Large Cap A (KLCAX) Fund Strength What we like about Federated Kaufmann Large Cap A (KLCAX) Fund

Data for Federated Kaufmann Large Cap A Fund (KLCAX) as of May 30, 2016

  • Federated Kaufmann Large Cap A Fund (KLCAX) management has been with Federated Kaufmann Large Cap A Fund for 9.6 years
  • Federated Kaufmann Large Cap A Fund (KLCAX) has good mid-term performance (3-year return 11.63% vs 10.74% Large Growth category median performance)
  • Federated Kaufmann Large Cap A Fund (KLCAX) has good Long-term performance (5-year return 12.13% vs 10.14% Large Growth category median performance)
  • Federated Kaufmann Large Cap A Fund (KLCAX) ratio of up-years vs down years is greater than 2
  • Federated Kaufmann Large Cap A Fund (KLCAX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.59, lower than category average of 12.75
  • Federated Kaufmann Large Cap A Fund (KLCAX) has a lower expense ratio than its Large Growth average: 1.09% vs 1.17%

Federated Kaufmann Large Cap A Fund (KLCAX) Weakness What we are cautious about Federated Kaufmann Large Cap A (KLCAX) Fund

Data for Federated Kaufmann Large Cap A Fund (KLCAX) as of May 30, 2016

  • Federated Kaufmann Large Cap A Fund (KLCAX) has a less-than-ideal short-term performance (1-year return -5.24% vs -1.74% Large Growth category median performance)
  • Federated Kaufmann Large Cap A Fund (KLCAX) has a Morningstar rating of 3 and below
  • Federated Kaufmann Large Cap A Fund (KLCAX) has an annual stock turnover rate of 55.00% that is higher than the Large Growth average of 50.46%. This could mean Federated Kaufmann Large Cap A is more nimble, but also signal potential high tax impact and high trading fees
  • Federated Kaufmann Large Cap A Fund (KLCAX) carries a 5.5% load
See Federated Kaufmann Large Cap A Fund (KLCAX) performance details as of May 30, 2016

 

What do you think?

 

Compare Federated Kaufmann Large Cap A Fund (KLCAX)Compare with other top Large Growth category mutual funds

Aadditional top Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Federated Kaufmann Large Cap A1.51-5.2411.6312.13
American Funds AMCAP R6 (RAFGX)3.59-1.1311.8211.94Compare
AB Core Opportunities Advisor (ADGYX)1.543.3612.0412.15Compare
Eaton Vance Growth R (ELCRX)-0.280.1013.0010.73Compare

See top fund managers for Large Growth Category Funds

 

Compare Federated Kaufmann Large Cap A Fund (KLCAX)Compare with Large Growth category ETFs

Some Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares Dynamic Large Cap Growth ETF (PWB)-0.31%1.61%13.24%
iShares Russell 1000 Growth (IWF)1.70%1.47%12.29%
Vanguard Russell 1000 Growth ETF (VONG)1.69%1.42%12.36%
First Trust Large Cap Gr AlphaDEX ETF (FTC)2.10%1.03%12.67%
iShares Morningstar Large-Cap Growth (JKE)-0.23%0.51%13.52%

 

Graph of Federated Kaufmann Large Cap A Fund (KLCAX) Net Asset TrackingFederated Kaufmann Large Cap A (KLCAX) Fund Net Asset

Track net asset change of Federated Kaufmann Large Cap A fund (KLCAX)

DateNet Asset
05/2016$2.95B
03/2016$2.95B
02/2016$2.86B
More historic net asset information on Federated Kaufmann Large Cap A Fund (KLCAX)

  

Graph of Federated Kaufmann Large Cap A Fund (KLCAX) Portfolio TrackingFederated Kaufmann Large Cap A (KLCAX) Fund Portfolio Allocation

Track portfolio allocation change of Federated Kaufmann Large Cap A fund (KLCAX)

DateCashStockBondOther
03/20161.31%98.68%0%0.01%
12/201510.37%89.62%0%0.01%
09/20156.55%93.14%0.3%0.01%
Click here to see more historic asset allocation information on Federated Kaufmann Large Cap A Fund (KLCAX)

 

graph of Federated Kaufmann Large Cap A Fund (KLCAX) Top 10 Position TrackingTop 10 Holdings in Federated Kaufmann Large Cap A (KLCAX) Fund

Discover what Federated Kaufmann Large Cap A Fund (KLCAX) manager is buying

Mar 30, 2016
GENMAB A/S DKK [3.32%]
Whirlpool Corporation Common St [3.16%]
Sherwin-Williams Company (The) [2.9%]
Alphabet Inc. [2.83%]
Facebook, Inc. [2.74%]
Broadcom Limited [2.57%]
TJX Companies, Inc. (The) Commo [2.54%]
Amazon.com, Inc. [2.5%]
Tractor Supply Company [2.46%]
Vantiv, Inc. Class A Common Sto [2.45%]

Dec 30, 2015
GENMAB A/S DKK [2.66%]
Allergan plc Ordinary Shares [2.56%]
Alexion Pharmaceuticals, Inc. [2.41%]
Crown Castle International Corp [2.23%]
Alphabet Inc. [2.21%]
Incyte Corporation [2.2%]
Sherwin-Williams Company (The) [2.19%]
Facebook, Inc. [2.19%]
Vertex Pharmaceuticals Incorpor [2.17%]
Amazon.com, Inc. [2.13%]

Sep 29, 2015
Incyte Corporation [2.34%]
Sherwin-Williams Company (The) [2.31%]
Starbucks Corporation [2.21%]
Alexion Pharmaceuticals, Inc. [2.16%]
Crown Castle International Corp [2.15%]
Biogen Inc. [2.09%]
Allergan plc Ordinary Shares [2.09%]
Amazon.com, Inc. [2.07%]
Shire PLC [2.05%]
GENMAB A/S DKK [2.04%]
Click here for Stock Holding Change Map in Federated Kaufmann Large Cap A Fund (KLCAX)

  

Latest News on Federated Kaufmann Large Cap A (KLCAX) Fund

See what is happening with Federated Kaufmann Large Cap A Fund (KLCAX)

 

Federated Kaufmann Large Cap A Fund (KLCAX) Related ResourcesSee more information on Federated Kaufmann Large Cap A (KLCAX) Fund

Popular pages on Federated Kaufmann Large Cap A (KLCAX) Fund

  

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