Federated Kaufmann Competition

KLCKX Fund  USD 19.87  0.16  0.80%   
Federated Kaufmann Large competes with Europacific Growth, Washington Mutual, Capital World, HUMANA, and SCOR PK; as well as few others. The fund is listed under Large Growth category and is part of Federated family. The entity is thematically classified as Large Blend Funds. Analyzing Federated Kaufmann competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Federated Kaufmann to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Federated Kaufmann Correlation with its peers.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Federated Kaufmann competition on your existing holdings.
  
Hype
Prediction
LowEstimatedHigh
18.9719.8720.77
Details
Intrinsic
Valuation
LowRealHigh
18.6819.5820.48
Details
Naive
Forecast
LowNextHigh
19.0019.9020.80
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
18.6619.5020.33
Details

Federated Kaufmann Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Federated Kaufmann and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of FEDERATED and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Federated Kaufmann Large does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
MSTSXRWIGX
RWIGXRWMGX
MSTSXRWMGX
IDSCRYY
LBHIXRWMGX
IDRWMGX
  
High negative correlations   
444859BR2RWMGX
LBHIX444859BR2
ID444859BR2
SCRYY444859BR2
444859BR2RWIGX
MSTSX444859BR2

Risk-Adjusted Indicators

There is a big difference between FEDERATED Mutual Fund performing well and Federated Kaufmann Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Federated Kaufmann's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
RERGX  0.61 (0.11) 0.00 (0.11) 0.00 
 1.11 
 4.02 
RWMGX  0.50 (0.03)(0.09) 0.07  0.59 
 1.00 
 3.32 
RWIGX  0.53 (0.06)(0.13) 0.03  0.74 
 1.18 
 3.19 
444859BR2  1.36 (0.08) 0.00 (0.21) 0.00 
 5.93 
 16.62 
SCRYY  2.07  0.29  0.08  1.93  2.02 
 5.61 
 12.99 
AQUI  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
APAAX  0.14  0.02 (0.35)(0.09) 0.15 
 0.31 
 1.13 
LBHIX  0.12  0.01 (0.39) 0.51  0.00 
 0.24 
 0.96 
MSTSX  0.49 (0.03)(0.12) 0.06  0.52 
 1.21 
 2.80 
ID  3.91  0.70  0.13  1.00  4.02 
 7.89 
 20.54 

Federated Kaufmann Competitive Analysis

The better you understand Federated Kaufmann competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Federated Kaufmann's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Federated Kaufmann's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
KLCKX RERGX RWMGX RWIGX 444859BR2 SCRYY AQUI APAAX LBHIX MSTSX
 0.80 
 19.87 
FEDERATED
 0.31 
 57.67 
Europacific
 0.26 
 65.86 
Washington
 0.22 
 68.46 
Capital
 1.82 
 80.35 
HUMANA
 1.22 
 2.49 
SCOR
 0.00 
 0.01 
Aquagold
 0.20 
 9.82 
APAAX
 0.24 
 4.26 
Thrivent
 0.25 
 11.90 
Morningstar
Market Volatility
(90 Days Market Risk)
Market Performance
(90 Days Performance)
Odds of Financial Distress
(Probability Of Bankruptcy)
Current Valuation
(Equity Enterprise Value)
Buy or Sell Advice
(Average Analysts Consensus)
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Trade Advice
(90 Days Macroaxis Advice)
Current Ratio
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Current Valuation
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Z Score
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Day Typical Price
Accumulation Distribution
Market Facilitation Index
Daily Balance Of Power
Period Momentum Indicator
Rate Of Daily Change
Day Median Price
Price Action Indicator
Coefficient Of Variation
Mean Deviation
Jensen Alpha
Total Risk Alpha
Sortino Ratio
Downside Variance
Standard Deviation
Kurtosis
Potential Upside
Treynor Ratio
Maximum Drawdown
Variance
Market Risk Adjusted Performance
Risk Adjusted Performance
Skewness
Semi Deviation
Information Ratio
Value At Risk
Expected Short fall
Downside Deviation
Semi Variance

Federated Kaufmann Competition Performance Charts

Five steps to successful analysis of Federated Kaufmann Competition

Federated Kaufmann's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Federated Kaufmann Large in relation to its competition. Federated Kaufmann's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Federated Kaufmann in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Federated Kaufmann's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Federated Kaufmann Large, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Federated Kaufmann position

In addition to having Federated Kaufmann in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Large & Mid Caps ETFs
Large & Mid Caps ETFs Theme
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You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Large & Mid Caps ETFs Theme or any other thematic opportunities.
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Other Information on Investing in FEDERATED Mutual Fund

Federated Kaufmann financial ratios help investors to determine whether FEDERATED Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in FEDERATED with respect to the benefits of owning Federated Kaufmann security.
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