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Fund Intelligence | Best Managers | KLCIX Insights | KLCIX Score | KLCIX Performance | KLCIX Manager | KLCIX News | KLCIX Allocation | KLCIX Holdings Change

Mutual Fund Insights: Federated Kaufmann Large Cap Instl Fund (KLCIX)

In-depth Analysis of Federated Kaufmann Large Cap Instl Fund (KLCIX)

Mutual fund chart: Federated Kaufmann Large Cap Instl Fund (KLCIX)

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See Federated Kaufmann Large Cap Instl Fund (KLCIX) performance details as of January 31, 2010

  

    Last Trade: $9.81 on 3/19/2010, Change: -0.02 (-0.2%)
Experiment our closing price forecasting tool for Federated Kaufmann Large Cap Instl Fund (KLCIX) (alpha release)

  

Fund Manager - Hans P. Utsch

Fund Manager Tenure: 2.3 years   [Similar Funds: KLCAX  KLCCX  KLCKX ]
Fundmojo Fund Grade: C (Score: 0.59)     (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 P. Utsch

  

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

Data for Federated Kaufmann Large Cap Instl Fund (KLCIX) as of January 31, 2010

  • Federated Kaufmann Large Cap Instl Fund (KLCIX) has good short-term performance (1-year return 49.91% vs 35.76% Large Growth category average)
  • Federated Kaufmann Large Cap Instl Fund (KLCIX) has a lower management fee than its Large Growth average: 1.27% vs 1.33%
  • 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

  

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

Data for Federated Kaufmann Large Cap Instl Fund (KLCIX) as of January 31, 2010

  • Federated Kaufmann Large Cap Instl Fund (KLCIX) management has been with Federated Kaufmann Large Cap Instl Fund for only 2.3 years, it is hard to judge manager's ability based on this fund's operation record
  • Federated Kaufmann Large Cap Instl Fund is a focused fund with 31.49% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Federated Kaufmann Large Cap Instl Fund (KLCIX) ratio of up-years vs down years can be improved
  • Federated Kaufmann Large Cap Instl Fund (KLCIX) is less safe compared to its Large Growth peers
  • Federated Kaufmann Large Cap Instl Fund (KLCIX) has an annual stock turnover rate of 170.00% that is higher than the Large Growth average of 109.93%. 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 January 31, 2010

  

  

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Federated Kaufmann Large Cap Instl Fund (KLCIX) Net Asset

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

DateNet Asset
01/2010$18.19M
11/2009$17.23M
10/2009$15.93M
More historic net asset information on Federated Kaufmann Large Cap Instl Fund (KLCIX)

  

Federated Kaufmann Large Cap Instl Fund (KLCIX) Portfolio Allocation

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

DateCashStockBondOther
09/20090.39%95.89%0%3.73%
06/20090.14%93.17%2.05%4.64%
12/200817.01%82.71%0%0.28%
Click here to see more historic asset allocation information on Federated Kaufmann Large Cap Instl Fund (KLCIX)

  

Most Recent Top 10 Holdings in Federated Kaufmann Large Cap Instl Fund (KLCIX)

Discover what Federated Kaufmann Large Cap Instl Fund (KLCIX) manager is buying

30-Sep-09
WELLS FARGO & CO NEW [5.75%]
LENNAR CP CL A [4.06%]
Schering-Plough Corporation [3.75%]
Housing Development Finance Corporation Ltd. [3.3%]
PRECISION CASTPARTS [3.3%]
CEMEX SAB DE CV ADR [3.18%]
CHESAPEAKE ENERGY CP [3.11%]
Cia Brasileira De Meios De Pagamentos [3.07%]
FEDEX CORP [3.04%]
BARRICK GOLD CP [3.03%]

30-Jun-09
WELLS FARGO & COMPANY [6.74%]
SCHERING PLOUGH [4.54%]
Housing Development Finance Corporation Ltd. [3.85%]
LENNAR [3.76%]
Cia Brasileira De Meios De Pagamentos [3.62%]
Oracle Corporation [3.31%]
Anheuser-Busch InBev SA [3.19%]
Redecard S.A. [3.18%]
MORGAN STANLEY [3.11%]
BRISTOL MYERS SQUIBB [3.1%]

31-Dec-08
iShares Russell 1000 Growth Index [7.64%]
WELLS FARGO & CO NEW [5.68%]
WAL MART STORES [4.57%]
FEDEX CORP [4.45%]
GEN ELECTRIC CO [4.41%]
AMER EXPRESS INC [4.12%]
ABBOTT LABORATORIES [4.07%]
Oracle Corporation [3.97%]
JetBlue Airways Corporation [3.88%]
AMERICA MOVIL, S.A.B [3.82%]
Click here for Stock Holding Change Map in Federated Kaufmann Large Cap Instl Fund (KLCIX)

  

Related books and products to Federated Kaufmann Large Cap Instl Fund (KLCIX)

  

Latest News on Federated Kaufmann Large Cap Instl (KLCIX)

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