Federated Kaufmann Fund Class B Shares (KAUBX)

5.49
Net Asset Value
-0.72%
1 Day
+6.19%
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+4.77% 3 years+17.91%
3 months+5.75% 5 years+14.19%
1 year+8.58% Since inception+7.86%
Data through --

Peer Comparisonvs. Mid-cap growth

 KAUBXCategory
Performance 5-yr return+14.19%+14.76%
Expense ratio2.62%1.35%
Risk 5 year sharpe ratio0.860.99
Net assets$5.5B$1.3B
Average market cap$7.4B$9.2B
Average P/E25.923.9
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. stock77.42%
International stock13.80%
Cash5.24%
Fixed income3.49%
Other0.06%
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
DXCM DexCom Inc3.34%
ALKS Alkermes Plc3.02%
DYAX Dyax Corp3.02%
AIG AIG3.01%
ILMN Illumina Inc2.97%
BIIB Biogen1.82%
NXPI NXP Semiconductors NV1.78%
EXAM ExamWorks Group Inc1.71%
MLM Martin Marietta Materials Inc1.68%
TXTR Textura Corp1.56%

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