KAUAX Rating, Research - Federated Kaufmann A

Federated Kaufmann A (kauax)

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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 = 1

Threats + Weaknesses = 1

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks growth of capital; current income is a secondary consideration. The fund normally invests at least 80% of assets in equity securities (see equity research) of mid-cap companies, including common stocks (see stock research) and debt securities and preferred stocks (see stock research) that are convertible to common stocks (see stock research). Mid cap companies are companies with market capitalizations similar to those within the universe of the Russell Midcap Growth Index at the time of purchase.

Management Analysis Update

Federated Kaufmann A's executives / managers make better investing decisions, because their assets are invested along side their client's.

Performance Analysis Update