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Federated Kaufmann Large Cap Instl (KLCIX) Fund Ranking and Research

Ranking, Research and Recommendation of Federated Kaufmann Large Cap Instl (KLCIX) Fund

    Last Trade: $ on , Change: (0%)

 

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

Fund Manager Information

Fund Manager Tenure: 12.3 years
Similar Funds: KLCAX  KLCCX  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?)
Utsch, vice president, joined Federated in April 2001 as co-head of investments at Federated Kaufmann. From August 1984 to April 2001, Utsch was chairman of the board and secretary of Edgemont Asset Management Corp., and president and portfolio manager to The Kaufmann Fund, Inc. He has been engaged in the securities business since 1962.  Get more insights on Hans S. Utsch

 

Graph of Federated Kaufmann Large Cap Instl Fund (KLCIX) ProfileFederated Kaufmann Large Cap Instl Fund (KLCIX) Profile

Fund Profile and Description

Federated Kaufmann Large Cap Instl Fund seeks long-term capital appreciation. Federated Kaufmann Large Cap Instl 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 Instl Fund may invest in fixed-income securities and use derivative contracts and/or hybrid instruments.

 

Federated Kaufmann Large Cap Instl (KLCIX) Fund Strength What we like about Federated Kaufmann Large Cap Instl (KLCIX) Fund

Data for Federated Kaufmann Large Cap Instl Fund (KLCIX) as of May 30, 2016

  • Federated Kaufmann Large Cap Instl Fund (KLCIX) management has been with Federated Kaufmann Large Cap Instl Fund for 12.3 years
  • Federated Kaufmann Large Cap Instl Fund (KLCIX) has good mid-term performance (3-year return 11.90% vs 10.74% Large Growth category median performance)
  • Federated Kaufmann Large Cap Instl Fund (KLCIX) has good Long-term performance (5-year return 12.39% vs 10.14% Large Growth category median performance)
  • Federated Kaufmann Large Cap Instl Fund (KLCIX) ratio of up-years vs down years is greater than 2
  • Federated Kaufmann Large Cap Instl Fund (KLCIX) has a Morningstar rating of 4 and above
  • Federated Kaufmann Large Cap Instl Fund (KLCIX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.56, lower than category average of 12.75
  • Federated Kaufmann Large Cap Instl Fund (KLCIX) has a lower expense ratio than its Large Growth average: 0.84% vs 1.17%
  • Federated Kaufmann Large Cap Instl Fund (KLCIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Federated Kaufmann Large Cap Instl Fund (KLCIX) Weakness What we are cautious about Federated Kaufmann Large Cap Instl (KLCIX) Fund

Data for Federated Kaufmann Large Cap Instl Fund (KLCIX) as of May 30, 2016

  • Federated Kaufmann Large Cap Instl Fund (KLCIX) has a less-than-ideal short-term performance (1-year return -5.01% vs -1.74% Large Growth category median performance)
  • Federated Kaufmann Large Cap Instl Fund (KLCIX) 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 Instl is more nimble, but also signal potential high tax impact and high trading fees
See Federated Kaufmann Large Cap Instl Fund (KLCIX) performance details as of May 30, 2016

 

What do you think?

 

Compare Federated Kaufmann Large Cap Instl Fund (KLCIX)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 Instl1.65-5.0111.9012.39
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 Instl Fund (KLCIX)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 Instl Fund (KLCIX) Net Asset TrackingFederated Kaufmann Large Cap Instl (KLCIX) Fund Net Asset

Track net asset change of Federated Kaufmann Large Cap Instl fund (KLCIX)

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

  

Graph of Federated Kaufmann Large Cap Instl Fund (KLCIX) Portfolio TrackingFederated Kaufmann Large Cap Instl (KLCIX) Fund Portfolio Allocation

Track portfolio allocation change of Federated Kaufmann Large Cap Instl fund (KLCIX)

DateCashStockBondOther
03/20161.31%98.68%0%0.01%
12/201510.37%89.62%0%0.01%
09/20150%0%0%0%
Click here to see more historic asset allocation information on Federated Kaufmann Large Cap Instl Fund (KLCIX)

 

graph of Federated Kaufmann Large Cap Instl Fund (KLCIX) Top 10 Position TrackingTop 10 Holdings in Federated Kaufmann Large Cap Instl (KLCIX) Fund

Discover what Federated Kaufmann Large Cap Instl Fund (KLCIX) 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
Click here for Stock Holding Change Map in Federated Kaufmann Large Cap Instl Fund (KLCIX)

  

Latest News on Federated Kaufmann Large Cap Instl (KLCIX) Fund

See what is happening with Federated Kaufmann Large Cap Instl Fund (KLCIX)

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Federated Kaufmann Large Cap Instl Fund (KLCIX) Related ResourcesSee more information on Federated Kaufmann Large Cap Instl (KLCIX) Fund

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