Federated Kaufmann Small Fund Quote
| FKASX Fund | USD 54.04 0.08 0.15% |
Performance10 of 100
| Odds Of DistressLess than 19
|
Federated Kaufmann is trading at 54.04 as of the 27th of November 2024; that is 0.15 percent down since the beginning of the trading day. The fund's open price was 54.12. Federated Kaufmann has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Federated Kaufmann Small are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of October 2024 and ending today, the 27th of November 2024. Click here to learn more.
The fund invests primarily in the common stocks of small companies that are traded on national security exchanges, the NASDAQ stock market and on the over-the-counter market. It will normally invest at least 80 percent of its net assets in small companies and will notify shareholders at least 60 days in advance of any change in its investment policies that would permit the fund to normally invest less than 80 percent of its net assets in investments in small companies.. More on Federated Kaufmann Small
Moving together with Federated Mutual Fund
| 0.95 | QKACX | Federated Mdt All | PairCorr |
| 0.92 | QKBGX | Federated Mdt Balanced | PairCorr |
| 0.73 | SBFIX | Federated Global All | PairCorr |
Moving against Federated Mutual Fund
Federated Mutual Fund Highlights
| Fund Concentration | Federated Funds, Large Funds, Small Growth Funds, Small Growth, Federated (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 31st of December 2022 |
| Fiscal Year End | October |
Federated Kaufmann Small [FKASX] is traded in USA and was established 27th of November 2024. Federated Kaufmann is listed under Federated category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Federated family. This fund currently has accumulated 4.4 B in assets under management (AUM) with no minimum investment requirementsFederated Kaufmann Small is currently producing year-to-date (YTD) return of 17.73%, while the total return for the last 3 years was -4.16%.
Check Federated Kaufmann Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Federated Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Federated Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Federated Kaufmann Small Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Federated Kaufmann Small Mutual Fund Constituents
| DOMO | Domo Inc | Stock | Information Technology | |
| NERV | Minerva Neurosciences | Stock | Health Care | |
| SMG | Scotts Miracle Gro | Stock | Materials | |
| ARES | Ares Management LP | Stock | Financials | |
| HLNE | Hamilton Lane | Stock | Financials | |
| RARE | Ultragenyx | Stock | Health Care | |
| ICHR | Ichor Holdings | Stock | Information Technology | |
| SSTI | Shotspotter | Stock | Information Technology |
Federated Kaufmann Small Risk Profiles
| Mean Deviation | 0.7778 | |||
| Semi Deviation | 0.9378 | |||
| Standard Deviation | 1.05 | |||
| Variance | 1.1 |
Federated Kaufmann Against Markets
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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