KAUBX Rating, Research - Federated Kaufmann B

Federated Kaufmann B (kaubx)

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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 kaubx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Federated Kaufmann B (KAUBX) Description: KAUBX is a mutual fund, which is an investment that owns a basket of assets. The KAUBX 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 average fund size classification. KAUBXs minimum initial investment amount is $1500 while the IRA minimum is $250. KAUBXs expense ratio is roughly 3%. The latest KAUBXs front end load was 0% and the back end load was 6%. The Federated Kaufmann B (KAUBX) mutual fund falls under the mid-cap growth category. KAUBX focuses its investments in USA and KAUBX is not affiliated with a particular industry or fund sector. The Federated Kaufmann B (KAUBX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find KAUBXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of KAUBXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks to exceed total market returns at a level of total risk roughly equal to that of the stock market over longer periods of time. The fund invests in a diversified portfolio of common stocks (see stock research) representing companies of all sizes that are listed on the New York Stock Exchange, the American Stock Exchange and NASDAQ. The fund may invest up to 25% of assets in a single company and it may invest up to 15% of assets in foreign companies.

Management Analysis Update

Performance Analysis Update