Federated Kaufmann Small Cap Fund Class A Shares (FKASX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 4.99% | 8.58% | -3.59% |
Year-to-Date | 6.09% | 9.27% | -3.18% |
1 Year | 20.66% | 0.00% | 20.66% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
31%
(very high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 31% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 1.95%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$2,342
Real cost (fees + lost compounding)
$2,912
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
96%
Return in excess of styles
(over past year)
5.93%