Federated Kaufmann Large Fund Buy Hold or Sell Recommendation

KLCAX Fund  USD 17.08  6.96  28.95%   
Assuming the 90 days horizon and your way above-average risk tolerance, our recommendation regarding Federated Kaufmann Large is 'Strong Hold'. A buy or sell recommendation is an automated directive regarding whether to purchase or sell Federated Kaufmann Large given historical horizon and risk tolerance. When we issue a 'buy' or 'sell' recommendation for Federated Kaufmann Large, 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 Large. 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 nation.

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 Large. Macroaxis does not own or have any residual interests in Federated Kaufmann Large 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
Strong Hold

Market Performance

Very WeakDetails

Volatility

Not too volatileDetails

Hype Condition

StaleDetails

Current Valuation

UndervaluedDetails

Odds Of Distress

LowDetails

Economic Sensitivity

Follows the market closelyDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Federated Kaufmann Large has a Risk Adjusted Performance of (0.03), Jensen Alpha of (0.37), Total Risk Alpha of (0.89) and Treynor Ratio of (0.15)
Our trade advice tool can cross-verify current analyst consensus on Federated Kaufmann Large and to analyze the fund potential to grow in the current economic cycle. Use Federated Kaufmann Large price to sales, three year return, as well as the relationship between the Three Year Return and equity positions weight to ensure your buy or sell decision on Federated Kaufmann Large is adequate.

Federated Kaufmann Trading Alerts and Improvement Suggestions

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

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 Large 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
-0.18
Value At Risk
-1.34
Potential Upside
1.64
Standard Deviation
3.70
   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
-0.37
β
Beta against Dow Jones1.28
σ
Overall volatility
3.77
Ir
Information ratio -0.09

Federated Kaufmann Volatility Alert

Federated Kaufmann Large exhibits very low volatility with skewness of -7.44 and kurtosis of 58.49. 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
Price To Earning23.89 X6.53 X
Price To Book3.02 X0.74 X
Price To Sales2.49 X0.61 X
Year To Date Return30.72 %0.39 %
One Year Return36.95 %4.15 %
Three Year Return7.67 %3.60 %
Five Year Return12.47 %3.24 %
Ten Year Return15.11 %1.79 %
Net Asset1.82 B4.11 B
Cash Position Weight2.31 %10.61 %
Equity Positions Weight97.69 %63.90 %

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 Large? 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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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.
Fundamental Analysis
View fundamental data based on most recent published financial statements
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