Federated Kaufmann Small Fund Buy Hold or Sell Recommendation

FKAIX Fund  USD 53.82  0.84  1.59%   
Assuming the 90 days horizon and your way above-average risk tolerance, our recommendation regarding Federated Kaufmann Small is 'Buy'. A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Federated Kaufmann Small given historical horizon and risk tolerance towards Federated Kaufmann. When Macroaxis issues a 'buy' or 'sell' recommendation for Federated Kaufmann Small, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Federated Kaufmann Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
Note, we conduct extensive research on individual funds such as Federated and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Federated Kaufmann Small. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product.

Execute Federated Kaufmann Buy or Sell Advice

The Federated recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Federated Kaufmann Small. Macroaxis does not own or have any residual interests in Federated Kaufmann Small or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Federated Kaufmann's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Federated KaufmannBuy Federated Kaufmann
Buy

Market Performance

ModestDetails

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds Of Distress

LowDetails

Economic Sensitivity

Barely shadows the marketDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Federated Kaufmann Small has a Risk Adjusted Performance of 0.0566, Jensen Alpha of (0.02), Total Risk Alpha of (0.04), Sortino Ratio of (0.01) and Treynor Ratio of 0.0587
Our advice module provides unbiased investment recommendation that can be used to complement current average analyst sentiment on Federated Kaufmann Small. Our advice engine provides an advice for the entity potential to grow from the perspective of an investor's risk tolerance and investing horizon. Please use Federated Kaufmann total asset, five year return, as well as the relationship between the Five Year Return and bond positions weight to make buy, hold, or sell decision on Federated Kaufmann Small.

Federated Kaufmann Trading Alerts and Improvement Suggestions

The fund generated three year return of -7.0%
Federated Kaufmann Small retains about 7.64% of its assets under management (AUM) in cash

Federated Kaufmann Returns Distribution Density

The distribution of Federated Kaufmann's historical returns is an attempt to chart the uncertainty of Federated Kaufmann's future price movements. The chart of the probability distribution of Federated Kaufmann daily returns describes the distribution of returns around its average expected value. We use Federated Kaufmann Small price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Federated Kaufmann returns is essential to provide solid investment advice for Federated Kaufmann.
Mean Return
0.08
Value At Risk
-1.31
Potential Upside
1.83
Standard Deviation
1.07
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Federated Kaufmann historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Federated Kaufmann Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Federated Kaufmann or Federated sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Federated Kaufmann's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Federated fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over Dow Jones
-0.02
β
Beta against Dow Jones1.13
σ
Overall volatility
1.06
Ir
Information ratio -0.01

Federated Kaufmann Volatility Alert

Federated Kaufmann Small has relatively low volatility with skewness of -0.11 and kurtosis of 0.88. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Federated Kaufmann's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Federated Kaufmann's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.

Federated Kaufmann Fundamentals Vs Peers

Comparing Federated Kaufmann's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Federated Kaufmann's direct or indirect competition across all of the common fundamentals between Federated Kaufmann and the related equities. This way, we can detect undervalued stocks with similar characteristics as Federated Kaufmann or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Federated Kaufmann's fundamental indicators could also be used in its relative valuation, which is a method of valuing Federated Kaufmann by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Federated Kaufmann to competition
FundamentalsFederated KaufmannPeer Average
Annual Yield0 %0.29 %
Year To Date Return11.32 %0.39 %
One Year Return22.65 %4.15 %
Three Year Return(7.29) %3.60 %
Five Year Return6.84 %3.24 %
Ten Year Return16.40 %1.79 %
Net Asset4.4 B4.11 B
Cash Position Weight7.64 %10.61 %
Equity Positions Weight91.42 %63.90 %
Bond Positions Weight0.19 %11.24 %

Federated Kaufmann Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Federated . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About Federated Kaufmann Buy or Sell Advice

When is the right time to buy or sell Federated Kaufmann Small? Buying financial instruments such as Federated Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Federated Kaufmann in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Transportation Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Transportation theme has 61 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Transportation Theme or any other thematic opportunities.
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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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