Federated Kaufmann Financials
| KAUIX Fund | USD 6.90 0.03 0.44% |
Federated |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Federated Kaufmann Fund Summary
Federated Kaufmann competes with Invesco Global, Alger Health, Highland Longshort, Eventide Healthcare, and Blackrock Health. The fund invests a majority of its assets in the common stocks of small- and medium-sized companies that are traded on national securities exchanges, the NASDAQ stock market and on the over-the-counter market. Up to 30 percent of the funds net assets may be invested in foreign securities. It may invest in fixed-income securities, American Depositary Receipts and use derivative contracts andor hybrid instruments to implement elements of its investment strategy.Specialization | Mid-Cap Growth, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Federated Hermes Equity |
| Mutual Fund Family | Federated |
| Mutual Fund Category | Mid-Cap Growth |
| Benchmark | Dow Jones Industrial |
| Phone | 800 341 7400 |
| Currency | USD - US Dollar |
Federated Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Federated Kaufmann's current stock value. Our valuation model uses many indicators to compare Federated Kaufmann value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Federated Kaufmann competition to find correlations between indicators driving Federated Kaufmann's intrinsic value. More Info.Federated Kaufmann Fund is currently considered the top fund in year to date return among similar funds. It also is currently considered the top fund in one year return among similar funds reporting about 1.40 of One Year Return per Year To Date Return. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Federated Kaufmann's earnings, one of the primary drivers of an investment's value.Federated Kaufmann Systematic Risk
Federated Kaufmann's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Federated Kaufmann volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Federated Kaufmann correlated with the market. If Beta is less than 0 Federated Kaufmann generally moves in the opposite direction as compared to the market. If Federated Kaufmann Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Federated Kaufmann is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Federated Kaufmann is generally in the same direction as the market. If Beta > 1 Federated Kaufmann moves generally in the same direction as, but more than the movement of the benchmark.
Federated Kaufmann November 30, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Federated Kaufmann help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Federated Kaufmann Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Federated Kaufmann Fund based on widely used predictive technical indicators. In general, we focus on analyzing Federated Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Federated Kaufmann's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.06 | |||
| Information Ratio | 0.0358 | |||
| Maximum Drawdown | 4.68 | |||
| Value At Risk | (1.38) | |||
| Potential Upside | 1.56 |
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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