Federated Kaufmann Fund Quote
| KAUIX Fund | USD 5.72 0.09 1.55% |
Performance7 of 100
| Odds Of DistressLess than 21
|
Federated Kaufmann is trading at 5.72 as of the 16th of April 2024; that is -1.55 percent down since the beginning of the trading day. The fund's open price was 5.81. Federated Kaufmann has about a 21 % 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 Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 17th of March 2024 and ending today, the 16th of April 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
| 0.82 | EMDIX | Federated Emerging Market | PairCorr |
| 0.94 | QKACX | Federated Mdt All | PairCorr |
| 0.93 | QKBGX | Federated Mdt Balanced | PairCorr |
| 0.92 | SBFIX | Federated Global All | PairCorr |
| 0.9 | FRIEX | Federated Hermes Emerging | PairCorr |
| 0.75 | STFSX | Federated Strategic | PairCorr |
| 0.7 | STIAX | 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, Mid-Cap Growth Funds, Mid-Cap Growth, Federated (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 31st of December 2022 |
| Fiscal Year End | October |
Federated Kaufmann Fund [KAUIX] is traded in USA and was established 16th of April 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 no minimum investment requirementsFederated Kaufmann is currently producing year-to-date (YTD) return of 5.44%, while the total return for the last 3 years was -3.65%.
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
| GEN | Gen Digital | Stock | Information Technology |
| SHW | Sherwin Williams Co | Stock | Materials |
| WDAY | Workday | Stock | Information Technology |
| GNMSF | Genmab AS | Pink Sheet | Biotechnology |
| TYL | Tyler Technologies | Stock | Information Technology |
| ILMN | Illumina | Stock | Health Care |
| ROP | Roper Technologies Common | Stock | Industrials |
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 59.3%. The Federated Kaufmann Fund 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 Federated Kaufmann Fund has a beta of -0.062. This indicates as returns on the benchmark increase, returns on holding Federated Kaufmann are expected to decrease at a much lower rate. During a bear market, however, Federated Kaufmann Fund is likely to outperform the market. Additionally, federated Kaufmann Fund has an alpha of 0.0831, implying that it can generate a 0.0831 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Federated Kaufmann to move above the current price in 90 days from now is about 59.3 (This Federated Kaufmann Fund probability density function shows the probability of Federated Mutual Fund to fall within a particular range of prices over 90 days) .
Federated Kaufmann 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 | 0.7253 | |||
| Semi Deviation | 0.8098 | |||
| Standard Deviation | 0.9014 | |||
| Variance | 0.8125 |
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 Fund 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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| All Next | Launch Module |
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 Fund 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 Fund 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 Fund, 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 Fund?
The danger of trading Federated Kaufmann Fund 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 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 Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Federated Kaufmann Fund. 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 gross domestic product. You can also try the Money Managers module to screen money managers from public funds and ETFs managed around the world.