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Federated Kaufmann Fund Class B Shares (KAUBX)

5.87
Net Asset Value
+0.34%
1 Day
+13.54%
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+1.56% 3 years+22.47%
3 months+5.77% 5 years+15.10%
1 year+22.00% Since inception+8.53%
Data through --

Peer Comparisonvs. Mid-cap growth

 KAUBXCategory
Performance 5-yr return+15.10%+16.81%
Expense ratio2.62%1.32%
Risk 5 year sharpe ratio1.061.12
Net assets$6.1B$1.4B
Average market cap$7.9B$9.6B
Average P/E22.225.9
Portfolio turnover52%52%

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Fund Management and Purchase Info

Fund familyFederated
Fund manager & tenureHans Utsch / 29 Years
Minimal initial investment$1,500.00
Minimum IRA investment$250.00

Holdings

U.S. stock74.60%
International stock15.63%
Fixed income5.36%
Cash4.36%
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 Inc3.28%
DYAX Dyax Corp3.24%
AIG AIG2.99%
ILMN Illumina Inc2.22%
NXPI NXP Semiconductors NV2.06%
MLM Martin Marietta Materials Inc2.03%
ALKS Alkermes Plc2.00%
BIIB Biogen1.85%
EXAM ExamWorks Group Inc1.62%
BLK BlackRock1.49%