Federated Kaufmann Small Fund Quote
| FKKSX Fund | USD 46.59 0.39 0.84% |
PerformanceVery Weak
| Odds Of DistressLow
|
Federated Kaufmann is trading at 46.59 as of the 27th of February 2025; that is 0.84 percent up since the beginning of the trading day. The fund's open price was 46.2. Federated Kaufmann has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 28th of January 2025 and ending today, the 27th of February 2025. 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
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Moving against Federated Mutual Fund
Federated Mutual Fund Highlights
| Fund Concentration | Federated Funds, Large Funds, Small Growth Funds, Small Growth, Federated, Large, Small Growth (View all Sectors) |
| Update Date | 31st of December 2024 |
Federated Kaufmann Small [FKKSX] is traded in USA and was established 27th of February 2025. 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 4.32% with the current yeild of 0.01%, while the total return for the last 3 years was 1.42%.
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
| GLPG | Galapagos NV ADR | Stock | Health Care | |
| WING | Wingstop | Stock | Consumer Discretionary | |
| SMG | Scotts Miracle Gro | Stock | Materials | |
| MRCY | Mercury Systems | Stock | Industrials | |
| XPO | XPO Logistics | Stock | Industrials | |
| PLNT | Planet Fitness | Stock | Consumer Discretionary | |
| ANAB | AnaptysBio | Stock | Health Care | |
| CWH | Camping World Holdings | Stock | Consumer Discretionary |
Federated Kaufmann Small Risk Profiles
| Mean Deviation | 1.02 | |||
| Standard Deviation | 1.39 | |||
| Variance | 1.92 | |||
| Risk Adjusted Performance | (0.07) |
Federated Kaufmann Against Markets
Other Information on Investing in Federated Mutual Fund
Federated Kaufmann 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 Kaufmann security.
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