Federated Max Cap Index Fund Quote

FMXKX Fund  USD 7.87  0.01  0.13%   

Performance

20 of 100

 
Weak
 
Strong
Solid

Odds Of Distress

Less than 16

 
High
 
Low
Low
Federated Max-cap is trading at 7.87 as of the 24th of July 2024; that is 0.13 percent down since the beginning of the trading day. The fund's open price was 7.88. Federated Max-cap has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Federated Max Cap Index are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 24th of June 2024 and ending today, the 24th of July 2024. Click here to learn more.
The fund invests its assets primarily in common stocks included in the Standard Poors 500 Index. It may invest in derivative contracts , to implement its investment strategies. More on Federated Max Cap Index

Moving together with Federated Mutual Fund

  0.76EMDIX Federated Emerging MarketPairCorr
  0.98QKACX Federated Mdt AllPairCorr
  0.98QKBGX Federated Mdt BalancedPairCorr
  0.96SBFIX Federated Global AllPairCorr
  0.91FRIEX Federated Hermes EmergingPairCorr
  0.92STFSX Federated StrategicPairCorr

Federated Mutual Fund Highlights

Fund ConcentrationFederated Funds, Large Growth Funds, Large Blend Funds, Large Blend, Federated (View all Sectors)
Update Date30th of June 2024
Federated Max Cap Index [FMXKX] is traded in USA and was established 24th of July 2024. Federated Max-cap is listed under Federated category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Federated family. This fund currently has accumulated 358.02 M in assets under management (AUM) with no minimum investment requirementsFederated Max Cap is currently producing year-to-date (YTD) return of 17.35% with the current yeild of 0.0%, while the total return for the last 3 years was 9.42%.
Check Federated Max-cap 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 Max Cap Index 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 Max Cap Index Mutual Fund Constituents

AAPLApple IncStockInformation Technology
AMZNAmazon IncStockConsumer Discretionary
GOOGAlphabet Inc Class CStockCommunication Services
GOOGLAlphabet Inc Class AStockCommunication Services
JNJJohnson JohnsonStockHealth Care
JPMJPMorgan Chase CoStockFinancials
MSFTMicrosoftStockInformation Technology
TSLATesla IncStockConsumer Discretionary
More Details

Federated Max Cap Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Federated Max-cap market risk premium is the additional return an investor will receive from holding Federated Max-cap 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 Max-cap. 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 Max-cap's alpha and beta are two of the key measurements used to evaluate Federated Max-cap's performance over the market, the standard measures of volatility play an important role as well.

Federated Max-cap Against Markets

Other Information on Investing in Federated Mutual Fund

Federated Max-cap 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 Max-cap security.
Commodity Channel
Use Commodity Channel Index to analyze current equity momentum
Global Correlations
Find global opportunities by holding instruments from different markets