Federated Kaufmann is trading at 6.90 as of the 2nd of December 2024; that is 0.44 percent up since the beginning of the trading day. The fund's open price was 6.87. Federated Kaufmann 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 Kaufmann Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of September 2024 and ending today, the 2nd of December 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
Federated Kaufmann Fund [KAUIX] is traded in USA and was established 2nd of December 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 25.23%, while the total return for the last 3 years was -0.16%.
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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
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.