Federated Kaufmann Large Fund Manager Performance Evaluation
| KLCSX Fund | USD 19.34 0.03 0.15% |
The fund shows a Beta (market volatility) of 0.15, which means not very significant fluctuations relative to the market. As returns on the market increase, Federated Kaufmann's returns are expected to increase less than the market. However, during the bear market, the loss of holding Federated Kaufmann is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Federated Kaufmann Large has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's basic indicators remain fairly strong which may send shares a bit higher in January 2025. The current disturbance may also be a sign of long term up-swing for the fund investors.
...more| Expense Ratio | 0.7800 |
Federated |
Federated Kaufmann Relative Risk vs. Return Landscape
If you would invest 2,397 in Federated Kaufmann Large on September 28, 2024 and sell it today you would lose (463.00) from holding Federated Kaufmann Large or give up 19.32% of portfolio value over 90 days. Federated Kaufmann Large is currently producing negative expected returns and takes up 3.5139% volatility of returns over 90 trading days. Put another way, 31% of traded mutual funds are less volatile than Federated, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Federated Kaufmann Current Valuation
Overvalued
Today
Please note that Federated Kaufmann's price fluctuation is not too volatile at this time. At this time, the entity appears to be overvalued. Federated Kaufmann Large shows a prevailing Real Value of $17.6 per share. The current price of the fund is $19.34. We determine the value of Federated Kaufmann Large 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 19.34 | Real 17.6 | Hype 19.34 |
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 Large 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 Large, 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 = -0.0776
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | KLCSX |
Estimated Market Risk
| 3.51 actual daily | 31 69% of assets are more volatile |
Expected Return
| -0.27 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.08 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Federated Kaufmann is not performing at its full potential. However, 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 Federated Kaufmann 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 | 23.89 X | ||||
| Price To Book | 3.02 X | ||||
| Price To Sales | 2.49 X | ||||
| Total Asset | 2.52 B | ||||
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 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.Things to note about Federated Kaufmann Large 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 Large help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Federated Kaufmann generated a negative expected return over the last 90 days | |
| Federated Kaufmann has high historical volatility and very poor performance | |
| The fund maintains 97.69% of its assets in stocks |
- 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.
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon |