Federated Kaufmann Fund Class B Shares (KAUBX)

5.20
Net Asset Value
+0.97%
1 Day
+0.58%
Year-to-Date
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
2.62%
Expense Ratio
Average
Morningstar Risk Rating™
Investment Objective The investment seeks to provide capital appreciation. The fund invests primarily in the common stocks of small- and medium-sized companies that are traded on national security exchanges, the NASDAQ stock market and on the over-the-counter market. Up to 30% of the fund's net assets may be invested in foreign securities. It may invest in fixed-income securities, exchange-traded funds, American Depositary Receipts (ADRs) and use derivative contracts and/or hybrid instruments to implement elements of its investment strategy.

Performance

1 month-1.12% 3 years+17.73%
3 months+3.23% 5 years+13.05%
1 year+7.98% Since inception+7.97%
Data through --

Peer Comparisonvs. Mid-cap growth

 KAUBXCategory
Performance 5-yr return+13.05%+14.76%
Expense ratio2.62%1.35%
Risk 5 year sharpe ratio0.810.95
Net assets$5.6B$1.3B
Average market cap$7.9B$9.3B
Average P/E25.324.4
Portfolio turnover52%52%

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Fund Management and Purchase Info

Fund familyFederated
Fund manager & tenureLawrence Auriana / 28 Years
Minimal initial investment$1,500.00
Minimum IRA investment$250.00

Holdings

U.S. stock80.69%
International stock12.70%
Fixed income4.54%
Cash1.99%
Other0.07%
Top 5 Sectors
Portfolio weighting
Healthcare 19.48%
Financial service 16.01%
Consumer goods 15.35%
Industrial materials 11.38%
Business service 11.30%
Top 10 Holdings
Portfolio weighting
AIG American International Group Inc3.56%
SLXP Salix Pharmaceuticals Ltd2.86%
ILMN Illumina Inc2.70%
DXCM DexCom Inc2.48%
-- Samsonite International SA2.39%
DYAX Dyax Corp2.38%
ALKS Alkermes PLC2.26%
LYB LyondellBasell Industries NV2.24%
-- Cubist Pharmaceuticals Inc1.94%
MLM Martin Marietta Materials Inc1.89%

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