Federated Kaufmann Small Cap Fund Class A Shares (FKASX)

$48.77
A Fund
++ Sector
Fund TypeMutual Fund
Fund CategoryU.S. Equities - Growth
Fund BenchmarkU.S. Mid Cap - Growth
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
Federated Kaufmann Small Cap Fund Class A Shares 31 0.84 6.09% 7.02% 1.95%
U.S. Mid Cap - Growth 35 0.99 9.27% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

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)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 31% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
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%