Federated Kaufmann Large Fund Manager Performance Evaluation
The fund shows a Beta (market volatility) of 0.65, which means possible diversification benefits within a given portfolio. As returns on the market increase, Federated Kaufmann's returns are expected to increase less than the market. However, during the bear market, the loss of holding Federated Kaufmann is expected to be smaller as well.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Federated Kaufmann Large has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's forward indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...more| Expense Ratio Date | 31st of December 2025 | |
| Expense Ratio | 0.8400 |
Federated |
Federated Kaufmann Relative Risk vs. Return Landscape
If you would invest 1,739 in Federated Kaufmann Large on November 8, 2025 and sell it today you would lose (113.00) from holding Federated Kaufmann Large or give up 6.5% of portfolio value over 90 days. Federated Kaufmann Large is currently producing negative expected returns and takes up 1.0354% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Federated, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Federated Kaufmann Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Federated Kaufmann for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Federated Kaufmann Large can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Federated Kaufmann is not yet fully synchronised with the market data | |
| Federated Kaufmann generated a negative expected return over the last 90 days | |
| Federated Kaufmann has some characteristics of a very speculative penny stock | |
| The fund maintains 97.79% of its assets in stocks |
Federated Kaufmann Fundamentals Growth
Federated Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Federated Kaufmann, and Federated Kaufmann fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Federated Mutual Fund performance.
| Price To Earning | 23.89 X | ||||
| Price To Book | 3.02 X | ||||
| Price To Sales | 2.49 X | ||||
| Total Asset | 494.51 M | ||||
Things to note about Federated Kaufmann Large performance evaluation
Checking the ongoing alerts about Federated Kaufmann for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Federated Kaufmann Large help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Federated Kaufmann is not yet fully synchronised with the market data | |
| Federated Kaufmann generated a negative expected return over the last 90 days | |
| Federated Kaufmann has some characteristics of a very speculative penny stock | |
| The fund maintains 97.79% of its assets in stocks |
- Analyzing Federated Kaufmann's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Federated Kaufmann's stock is overvalued or undervalued compared to its peers.
- Examining Federated Kaufmann's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Federated Kaufmann's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Federated Kaufmann's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Federated Kaufmann's mutual fund. These opinions can provide insight into Federated Kaufmann's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Correlation Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Stocks Directory module to find actively traded stocks across global markets.
Other Tools for Federated Mutual Fund
When running Federated Kaufmann's price analysis, check to measure Federated Kaufmann's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Federated Kaufmann is operating at the current time. Most of Federated Kaufmann's value examination focuses on studying past and present price action to predict the probability of Federated Kaufmann's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Federated Kaufmann's price. Additionally, you may evaluate how the addition of Federated Kaufmann to your portfolios can decrease your overall portfolio volatility.
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