Federated Kaufmann Small Fund Manager Performance Evaluation
| FKASX Fund | USD 54.09 0.23 0.43% |
The fund shows a Beta (market volatility) of 1.09, which means a somewhat significant risk relative to the market. Federated Kaufmann returns are very sensitive to returns on the market. As the market goes up or down, Federated Kaufmann is expected to follow.
Risk-Adjusted Performance
15 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Federated Kaufmann Small are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Federated Kaufmann may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more1 | Is Federated Hermes Kaufmann Small Cap A a Strong Mutual Fund Pick Right Now - Yahoo Finance | 10/14/2024 |
| Expense Ratio Date | 31st of December 2022 | |
| Expense Ratio | 1.3600 |
Federated |
Federated Kaufmann Relative Risk vs. Return Landscape
If you would invest 4,811 in Federated Kaufmann Small on September 1, 2024 and sell it today you would earn a total of 598.00 from holding Federated Kaufmann Small or generate 12.43% return on investment over 90 days. Federated Kaufmann Small is currently producing 0.1878% returns and takes up 0.965% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Federated, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Federated Kaufmann Current Valuation
Fairly Valued
Today
Please note that Federated Kaufmann's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Federated Kaufmann Small shows a prevailing Real Value of $53.24 per share. The current price of the fund is $54.09. We determine the value of Federated Kaufmann Small from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Federated Kaufmann is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Federated Mutual Fund. However, Federated Kaufmann's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 54.09 | Real 53.24 | Hype 54.16 | Naive 54.69 |
The intrinsic value of Federated Kaufmann's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Federated Kaufmann's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Federated Kaufmann Small helps investors to forecast how Federated mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Federated Kaufmann more accurately as focusing exclusively on Federated Kaufmann's fundamentals will not take into account other important factors: Federated Kaufmann Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Federated Kaufmann's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Federated Kaufmann Small, and traders can use it to determine the average amount a Federated Kaufmann's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1946
| Best Portfolio | Best Equity | |||
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| Small Returns | FKASX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.97 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.19 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 15 85% of assets perform better |
Based on monthly moving average Federated Kaufmann is performing at about 15% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Federated Kaufmann by adding it to a well-diversified portfolio.
Federated Kaufmann Fundamentals Growth
Federated Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Federated Kaufmann, and Federated Kaufmann fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Federated Mutual Fund performance.
| Price To Earning | 26.07 X | ||||
| Price To Book | 3.16 X | ||||
| Price To Sales | 2.70 X | ||||
| Total Asset | 790.23 M | ||||
About Federated Kaufmann Performance
Evaluating Federated Kaufmann's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Federated Kaufmann has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Federated Kaufmann has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
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.Things to note about Federated Kaufmann Small performance evaluation
Checking the ongoing alerts about Federated Kaufmann for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Federated Kaufmann Small help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of -4.0% | |
| Federated Kaufmann Small retains about 7.64% of its assets under management (AUM) in cash |
- Analyzing Federated Kaufmann's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Federated Kaufmann's stock is overvalued or undervalued compared to its peers.
- Examining Federated Kaufmann's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Federated Kaufmann's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Federated Kaufmann's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Federated Kaufmann's mutual fund. These opinions can provide insight into Federated Kaufmann's potential for growth and whether the stock is currently undervalued or overvalued.
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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