FKASX Rating, Research - Federated Kaufmann Small Cap A

Federated Kaufmann Small Cap A (fkasx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 11

Threats + Weaknesses = 9

When strengths & opportunities substantially exceed threats & weaknesses an investment in the fkasx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Federated Kaufmann Small Cap A (FKASX) Description: FKASX is a mutual fund, which is an investment that owns a basket of assets. The FKASX mutual fund was provided by Federated and this investment vehicle derives the majority of its value from equity holdings (stocks). Federateds mutual fund has a medium management tenure and is in the large fund size classification. FKASXs minimum initial investment amount is $1500 while the IRA minimum is $250. FKASXs expense ratio is roughly 2%. The latest FKASXs front end load was 6% and the back end load was 0%. The Federated Kaufmann Small Cap A (FKASX) mutual fund falls under the small growth category. FKASX focuses its investments in USA and FKASX is not affiliated with a particular industry or fund sector. The Federated Kaufmann Small Cap A (FKASX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find FKASXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of FKASXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund invests at least 80% of net assets in stocks (see stock research) of small cap companies. It invests primarily in a diversified portfolio of common stocks (see stock research) of small domestic growth companies that are expected to experience solid growth in earnings. The fund may also purchase stocks (see stock research) of companies with business characteristics and growth prospects similar to small cap companies, but that may have a market capitalization above the market capitalization of the largest member of the Russell 2000® Index. It may invest in initial public offerings (??IPOs?) and private placements.

Management Analysis Update

Performance Analysis Update