Federated Kaufmann Small Fund Manager Performance Evaluation
| FKCSX Fund | USD 33.13 0.31 0.93% |
The fund shows a Beta (market volatility) of 0.21, which means not very significant fluctuations relative to the market. 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
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Federated Kaufmann Small are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Federated Kaufmann showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 31st of December 2025 | |
| Expense Ratio | 2.0200 |
Federated |
Federated Kaufmann Relative Risk vs. Return Landscape
If you would invest 2,404 in Federated Kaufmann Small on November 1, 2025 and sell it today you would earn a total of 909.00 from holding Federated Kaufmann Small or generate 37.81% return on investment over 90 days. Federated Kaufmann Small is currently producing 0.6374% returns and takes up 5.0395% volatility of returns over 90 trading days. Put another way, 45% of traded mutual funds are less volatile than Federated, and 88% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Federated Kaufmann Current Valuation
Undervalued
Today
Please note that Federated Kaufmann's price fluctuation is not too volatile at this time. At this time, the entity appears to be undervalued. Federated Kaufmann Small shows a prevailing Real Value of $34.81 per share. The current price of the fund is $33.13. We determine the value of Federated Kaufmann Small from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Federated Kaufmann is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Federated Mutual Fund. However, Federated Kaufmann's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 33.13 | Real 34.81 | Hype 33.13 | Naive 35.48 |
The intrinsic value of Federated Kaufmann's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Federated Kaufmann's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Federated Kaufmann Small helps investors to forecast how Federated mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Federated Kaufmann more accurately as focusing exclusively on Federated Kaufmann's fundamentals will not take into account other important factors: Federated Kaufmann Target Price Odds to finish over Current Price
The tendency of Federated Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 33.13 | 90 days | 33.13 | about 23.49 |
Based on a normal probability distribution, the odds of Federated Kaufmann to move above the current price in 90 days from now is about 23.49 (This Federated Kaufmann Small probability density function shows the probability of Federated Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Federated Kaufmann has a beta of 0.21. This usually indicates as returns on the market go up, Federated Kaufmann average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Federated Kaufmann Small will be expected to be much smaller as well. Additionally Federated Kaufmann Small has an alpha of 0.6028, implying that it can generate a 0.6 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Federated Kaufmann Price Density |
| Price |
Predictive Modules for Federated Kaufmann
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Federated Kaufmann Small. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Federated Kaufmann's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Federated Kaufmann Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Federated Kaufmann is not an exception. The market had few large corrections towards the Federated Kaufmann's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Federated Kaufmann Small, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Federated Kaufmann within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.60 | |
β | Beta against Dow Jones | 0.21 | |
σ | Overall volatility | 4.87 | |
Ir | Information ratio | 0.11 |
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 Small 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 way too risky over 90 days horizon | |
| Federated Kaufmann appears to be risky and price may revert if volatility continues | |
| The fund generated five year return of -2.0% | |
| Federated Kaufmann Small retains about 7.64% of its assets under management (AUM) in cash |
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 | 27.44 X | |||
| Price To Book | 3.02 X | |||
| Price To Sales | 2.44 X | |||
| Total Asset | 122.48 M | |||
About Federated Kaufmann Performance
Evaluating Federated Kaufmann's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Federated Kaufmann has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Federated Kaufmann has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
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. Federated Kaufmann is traded on NASDAQ Exchange in the United States.Things to note about Federated Kaufmann Small 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 Small 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 way too risky over 90 days horizon | |
| Federated Kaufmann appears to be risky and price may revert if volatility continues | |
| The fund generated five year return of -2.0% | |
| Federated Kaufmann Small retains about 7.64% of its assets under management (AUM) in cash |
- 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.
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.
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Companies Directory Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals | |
| Cryptocurrency Center Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency | |
| Premium Stories Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope |