Federated Kaufmann Fund Quote
| KAUAX Fund | USD 6.55 0.03 0.46% |
Performance14 of 100
| Odds Of DistressLess than 17
|
Federated Kaufmann is trading at 6.55 as of the 27th of November 2024; that is 0.46 percent up since the beginning of the trading day. The fund's open price was 6.52. Federated Kaufmann has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Federated Kaufmann Fund 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 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. More on Federated Kaufmann Fund
Moving together with Federated Mutual Fund
| 0.98 | QKACX | Federated Mdt All | PairCorr |
| 0.94 | 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, Mid-Cap Growth Funds, Mid-Cap Growth, Federated, Large, Mid-Cap Growth (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 31st of December 2022 |
| Fiscal Year End | October |
Federated Kaufmann Fund [KAUAX] 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 Mid-Cap Growth category and is part of Federated family. This fund now has accumulated 4.93 B in assets with minimum initial investment of 1.5 K. Federated Kaufmann is currently producing year-to-date (YTD) return of 24.19%, while the total return for the last 3 years was -1.11%.
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 Fund 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 Fund Mutual Fund Constituents
| VEEV | Veeva Systems Class | Stock | Health Care | |
| QURE | Uniqure NV | Stock | Health Care | |
| DXCM | DexCom Inc | Stock | Health Care | |
| MBLY | Mobileye Global Class | Stock | Consumer Discretionary | |
| AVGO | Broadcom | Stock | Information Technology | |
| WDAY | Workday | Stock | Information Technology | |
| CORT | Corcept Therapeutics Incorporated | Stock | Health Care | |
| ZLAB | Zai Lab | Stock | Health Care |
Federated Kaufmann Risk Profiles
| Mean Deviation | 0.6953 | |||
| Semi Deviation | 0.8647 | |||
| Standard Deviation | 0.9528 | |||
| Variance | 0.9078 |
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.
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets |