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Federated Kaufmann Fund Class B Shares (KAUBX)

Net Asset Value
1 Day
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks to provide capital appreciation. The fund invests a majority of its assets 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- American Depositary Receipts (ADRs) and use derivative contracts and/or hybrid instruments to implement elements of its investment strategy.


1 month+2.34% 3 years+10.75%
3 months+7.60% 5 years+16.64%
1 year+22.48% Since inception+8.39%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return+16.64%+12.62%
Expense ratio2.56%1.23%
Risk 5 year sharpe ratio1.181.16
Net assets$5.6B$1.5B
Average market cap$8.5B$12.1B
Average P/E33.729.4
Portfolio turnover55%55%

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Fund Management and Purchase Info

Fund familyFederated
Fund manager & tenureHans Utsch / 31 Years
Minimal initial investment$1,500.00
Minimum IRA investment$250.00


U.S. stock68.16%
International stock12.91%
Fixed income1.90%
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
CORT Corcept Therapeutics Inc3.69%
NOW ServiceNow Inc2.26%
ONCE Spark Therapeutics Inc2.19%
BLK BlackRock2.05%
VEEV Veeva Systems Inc2.02%
WDAY Workday Inc1.93%
SPLK Splunk Inc1.77%
-- 1.63%
GLPG Galapagos NV1.55%
SHW Sherwin-Williams Co1.51%