Federated Kaufmann Small Fund Quote
| FKALX Fund | USD 47.69 0.75 1.55% |
Performance5 of 100
| Odds Of DistressLess than 22
|
Federated Kaufmann is trading at 47.69 as of the 15th of April 2024; that is -1.55 percent decrease since the beginning of the trading day. The fund's open price was 48.44. Federated Kaufmann has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading 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 16th of March 2024 and ending today, the 15th of April 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
| 0.75 | EMDIX | Federated Emerging Market | PairCorr |
| 0.91 | QKACX | Federated Mdt All | PairCorr |
| 0.91 | QKBGX | Federated Mdt Balanced | PairCorr |
| 0.9 | SBFIX | Federated Global All | PairCorr |
| 0.68 | STFSX | Federated Strategic | PairCorr |
| 0.66 | STIAX | Federated Strategic | PairCorr |
| 0.7 | STILX | Federated Strategic | PairCorr |
Federated Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Federated Kaufmann's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Federated Kaufmann or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Federated Funds, Large Funds, Small Growth Funds, Small Growth, Federated (View all Sectors) |
| Update Date | 31st of March 2024 |
Federated Kaufmann Small [FKALX] is traded in USA and was established 15th of April 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 1.74 B in assets under management (AUM) with no minimum investment requirementsFederated Kaufmann Small is currently producing year-to-date (YTD) return of 2.61% with the current yeild of 0.0%, while the total return for the last 3 years was -6.87%.
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
| SMAR | Smartsheet | Stock | Information Technology |
| CSGP | CoStar Group | Stock | Industrials |
| DOMO | Domo Inc | Stock | Information Technology |
| EXP | Eagle Materials | Stock | Materials |
| SPWR | SunPower | Stock | Information Technology |
| MRCY | Mercury Systems | Stock | Industrials |
| FND | Floor Decor Holdings | Stock | Consumer Discretionary |
Federated Kaufmann Target Price Odds Analysis
Based on a normal probability distribution, the odds of Federated Kaufmann jumping above the current price in 90 days from now is about 74.31%. The Federated Kaufmann Small probability density function shows the probability of Federated Kaufmann mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.4227. This usually indicates as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Federated Kaufmann will likely underperform. Additionally, federated Kaufmann Small has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Federated Kaufmann to move above the current price in 90 days from now is about 74.31 (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) .
Federated Kaufmann Top Holders
| MHELX | Mh Elite Small | Mutual Fund | Allocation--85%+ Equity |
Federated Kaufmann Small Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Federated Kaufmann market risk premium is the additional return an investor will receive from holding Federated Kaufmann long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Federated Kaufmann. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Federated Kaufmann's alpha and beta are two of the key measurements used to evaluate Federated Kaufmann's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.867 | |||
| Semi Deviation | 1.04 | |||
| Standard Deviation | 1.08 | |||
| Variance | 1.17 |
Federated Kaufmann Against Markets
Picking the right benchmark for Federated Kaufmann mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Federated Kaufmann mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Federated Kaufmann is critical whether you are bullish or bearish towards Federated Kaufmann Small at a given time. Please also check how Federated Kaufmann's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Federated Kaufmann without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Federated Mutual Fund?
Before investing in Federated Kaufmann, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Federated Kaufmann. To buy Federated Kaufmann fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Federated Kaufmann. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Federated Kaufmann fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Federated Kaufmann Small fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Federated Kaufmann Small fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Federated Kaufmann Small, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Federated Kaufmann Small?
The danger of trading Federated Kaufmann Small is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Federated Kaufmann is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Federated Kaufmann. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Federated Kaufmann Small is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Federated Kaufmann Small. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in bureau of economic analysis. You can also try the Balance Of Power module to check stock momentum by analyzing Balance Of Power indicator and other technical ratios.