Federated Kaufmann Small Fund Quote
| FKKSX Fund | USD 48.67 0.46 0.95% |
PerformanceOK
| Odds Of DistressLow
|
Federated Kaufmann is trading at 48.67 as of the 25th of June 2025; that is 0.95 percent up since the beginning of the trading day. The fund's open price was 48.21. Federated Kaufmann has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 26th of May 2025 and ending today, the 25th of June 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
Moving together with 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 | 30th of June 2025 |
Federated Kaufmann Small [FKKSX] is traded in USA and was established 25th of June 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 0.08% with the current yeild of 0.01%, while the total return for the last 3 years was 6.03%.
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 | |
| NTRA | Natera Inc | Stock | Health Care | |
| CORT | Corcept Therapeutics Incorporated | Stock | Health Care | |
| ETSY | Etsy Inc | Stock | Consumer Discretionary | |
| CWH | Camping World Holdings | Stock | Consumer Discretionary | |
| XPO | XPO Logistics | Stock | Industrials | |
| HLNE | Hamilton Lane | Stock | Financials | |
| CSGP | CoStar Group | Stock | Real Estate |
Federated Kaufmann Small Risk Profiles
| Mean Deviation | 1.33 | |||
| Semi Deviation | 1.97 | |||
| Standard Deviation | 2.16 | |||
| Variance | 4.66 |
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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