Federated Kaufmann Large Fund Quote
| KLCSX Fund | USD 18.77 0.21 1.13% |
PerformanceVery Weak
| Odds Of DistressLow
|
Federated Kaufmann is trading at 18.77 as of the 26th of February 2025; that is 1.13 percent up since the beginning of the trading day. The fund's open price was 18.56. Federated Kaufmann has about a 23 % 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 27th of January 2025 and ending today, the 26th of February 2025. Click here to learn more.
The fund invests primarily in the common stocks of large 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 large-cap 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 large companies.. More on Federated Kaufmann Large
Federated Mutual Fund Highlights
| Fund Concentration | Federated Funds, Large Growth Funds, Large Growth, Federated (View all Sectors) |
| Update Date | 31st of December 2024 |
Federated Kaufmann Large [KLCSX] is traded in USA and was established 26th of February 2025. Federated Kaufmann is listed under Federated category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Federated family. This fund now has accumulated 3.52 B in assets with no minimum investment requirementsFederated Kaufmann Large is currently producing year-to-date (YTD) return of 1.44%, while the total return for the last 3 years was 12.27%.
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 Large 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 Large Mutual Fund Constituents
| INCY | Incyte | Stock | Health Care | |
| GNMSF | Genmab AS | Pink Sheet | Biotechnology | |
| FDX | FedEx | Stock | Industrials | |
| VEEV | Veeva Systems Class | Stock | Health Care | |
| V | Visa Class A | Stock | Financials | |
| TT | Trane Technologies plc | Stock | Industrials | |
| TMUS | T Mobile | Stock | Communication Services | |
| SHW | Sherwin Williams Co | Stock | Materials |
Federated Kaufmann Large Risk Profiles
| Mean Deviation | 1.32 | |||
| Standard Deviation | 3.44 | |||
| Variance | 11.86 | |||
| 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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