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
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.


1 month+1.00% 3 years+21.67%
3 months+0.67% 5 years+12.97%
1 year+11.67% Since inception+7.97%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return+12.97%+14.82%
Expense ratio2.59%1.35%
Risk 5 year sharpe ratio0.851.02
Net assets$5.6B$1.3B
Average market cap$7.9B$9.1B
Average P/E25.324.3
Portfolio turnover63%63%

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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


U.S. stock75.37%
International stock18.03%
Fixed income4.55%
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%
CBST Cubist Pharmaceuticals Inc1.94%
MLM Martin Marietta Materials Inc1.89%

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