Federated Kaufmann Cash Position Weight vs. Price To Earning
| FKKSX Fund | USD 54.39 0.06 0.11% |
For Federated Kaufmann profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Federated Kaufmann to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Federated Kaufmann Small utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Federated Kaufmann's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Federated Kaufmann Small over time as well as its relative position and ranking within its peers.
Federated |
Federated Kaufmann Small Price To Earning vs. Cash Position Weight Fundamental Analysis
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. Federated Kaufmann Small is one of the top funds in cash position weight among similar funds. It also is one of the top funds in price to earning among similar funds reporting about 3.41 of Price To Earning per Cash Position Weight. 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 Price To Earning vs. Cash Position Weight
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Federated Kaufmann |
| = | 7.64 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Price to Earnings ratio is typically used for current valuation of a company and is one of the most popular ratios that investors monitor daily. Holding a low PE stock is less risky because when a company's profitability falls, it is likely that earnings will also go down as well. In other words, if you start from a lower position, your downside risk is limited. There are also some investors who believe that low Price to Earnings ratio reflects the low pricing because a given company is in trouble. On the other hand, a higher PE ratio means that investors are paying more for each unit of profit.
Federated Kaufmann |
| = | 26.07 X |
Generally speaking, the Price to Earnings ratio gives investors an idea of what the market is willing to pay for the company's current earnings.
Federated Price To Earning Comparison
Federated Kaufmann is currently under evaluation in price to earning among similar funds.
Federated Kaufmann Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Federated Kaufmann, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Federated Kaufmann will eventually generate negative long term returns. The profitability progress is the general direction of Federated Kaufmann's change in net profit over the period of time. It can combine multiple indicators of Federated Kaufmann, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
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.
Federated Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Federated Kaufmann. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Federated Kaufmann position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Federated Kaufmann's important profitability drivers and their relationship over time.
Use Federated Kaufmann in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Federated Kaufmann position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Federated Kaufmann will appreciate offsetting losses from the drop in the long position's value.Federated Kaufmann Pair Trading
Federated Kaufmann Small Pair Trading Analysis
The ability to find closely correlated positions to Federated Kaufmann could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Federated Kaufmann when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Federated Kaufmann - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Federated Kaufmann Small to buy it.
The correlation of Federated Kaufmann is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Federated Kaufmann moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Federated Kaufmann Small moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Federated Kaufmann can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Federated Kaufmann position
In addition to having Federated Kaufmann in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Size And Style ETFs
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Other Information on Investing in Federated Mutual Fund
To fully project Federated Kaufmann's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Federated Kaufmann Small at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Federated Kaufmann's income statement, its balance sheet, and the statement of cash flows.
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| Fundamental Analysis View fundamental data based on most recent published financial statements |