Federated Kaufmann Fund Fundamentals
| KAUFX Fund | USD 5.66 0.02 0.35% |
Federated Kaufmann Fund fundamentals help investors to digest information that contributes to Federated Kaufmann's financial success or failures. It also enables traders to predict the movement of Federated Mutual Fund. The fundamental analysis module provides a way to measure Federated Kaufmann's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Federated Kaufmann mutual fund.
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Federated Kaufmann Fund Mutual Fund Price To Book Analysis
Federated Kaufmann's Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is the accounting value of assets minus liabilities.
Current Federated Kaufmann Price To Book | 3.72 X |
Most of Federated Kaufmann's fundamental indicators, such as Price To Book, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Federated Kaufmann Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
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Federated Kaufmann Price To Book Component Assessment
Based on the latest financial disclosure, Federated Kaufmann Fund has a Price To Book of 3.72 times. This is 132.5% higher than that of the Federated family and 16.61% higher than that of the Mid-Cap Growth category. The price to book for all United States funds is notably lower than that of the firm.
Federated Kaufmann Fundamental Drivers Relationships
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. You can analyze the relationship between different fundamental ratios across Federated Kaufmann competition to find correlations between indicators driving Federated Kaufmann's intrinsic value. More Info.Federated Kaufmann Fund is currently considered the top fund in price to earning among similar funds. It is rated second overall fund in price to book among similar funds fabricating about 0.14 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Federated Kaufmann Fund is roughly 7.18 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Federated Kaufmann by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Federated Kaufmann's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. 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 Book Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Federated Kaufmann's direct or indirect competition against its Price To Book to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Federated Kaufmann could also be used in its relative valuation, which is a method of valuing Federated Kaufmann by comparing valuation metrics of similar companies.Federated Kaufmann is currently under evaluation in price to book among similar funds.
Fund Asset Allocation for Federated Kaufmann
The fund consists of 86.5% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.Asset allocation divides Federated Kaufmann's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Federated Fundamentals
| Price To Earning | 26.71 X | |||
| Price To Book | 3.72 X | |||
| Price To Sales | 3.56 X | |||
| Total Asset | 3.36 B | |||
| Year To Date Return | 7.98 % | |||
| One Year Return | 18.95 % | |||
| Three Year Return | (2.84) % | |||
| Five Year Return | 4.96 % | |||
| Ten Year Return | 14.43 % | |||
| Net Asset | 4.93 B | |||
| Cash Position Weight | 10.81 % | |||
| Equity Positions Weight | 86.50 % |
About Federated Kaufmann Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Federated Kaufmann Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Federated Kaufmann using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Federated Kaufmann Fund based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.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. It may invest in fixed-income securities, American Depositary Receipts and use derivative contracts andor hybrid instruments to implement elements of its investment strategy.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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 census. Note that the Federated Kaufmann information on this page should be used as a complementary analysis to other Federated Kaufmann's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Latest Portfolios module to quick portfolio dashboard that showcases your latest portfolios.