Federated Kaufmann Small Cap Fund Class B Shares (FKBSX)

31.61
Net Asset Value
+0.22%
1 Day
+13.46%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
2.14%
Expense Ratio
High
Morningstar Risk Rating™
Investment Objective The investment seeks to provide capital appreciation. The fund invests primarily in the common stocks of small companies that are traded on national security exchanges- the NASDAQ stock market and on the over-the-counter market. It will normally invest at least 80% of its net assets (which include the amount of any borrowing for investment purposes) in small companies and will notify shareholders at least 60 days in advance of any change in its investment policies that would permit the fund to normally invest less than 80% of its net assets in investments in small companies.

Performance

1 month+3.74% 3 years+14.65%
3 months+5.40% 5 years+16.77%
1 year+35.40% Since inception+13.80%
Data through --

Peer Comparisonvs. Small growth

 FKBSXCategory
Performance 5-yr return+16.77%+11.88%
Expense ratio2.14%1.27%
Risk 5 year sharpe ratio1.070.89
Net assets$1.2B$1.1B
Average market cap$2.4B$3.5B
Average P/E19.925.8
Portfolio turnover46%46%

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Fund Management and Purchase Info

Fund familyFederated
Fund manager & tenureHans Utsch / 15 Years
Minimal initial investment$1,500.00
Minimum IRA investment$250.00

Holdings

U.S. stock67.58%
International stock18.97%
Cash12.06%
Fixed income1.39%
Other0.00%
Top 5 Sectors
Portfolio weighting
Healthcare 22.72%
Consumer service 12.39%
Industrial materials 10.86%
Hardware 9.36%
Business service 8.91%
Top 10 Holdings
Portfolio weighting
-- 1.94%
GTT GTT Communications Inc1.80%
ANAB AnaptysBio Inc1.64%
ONCE Spark Therapeutics Inc1.53%
FND Floor & Decor Holdings Inc1.44%
VEEV Veeva Systems Inc1.39%
XPO XPO Logistics Inc1.31%
MSCC Microsemi Corp1.23%
RPD Rapid7 Inc1.21%
WING Wingstop Inc1.21%