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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
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+2.43% 3 years+19.03%
3 months+5.18% 5 years+11.13%
1 year+5.90% Since inception+7.76%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return+11.13%+11.71%
Expense ratio2.62%1.29%
Risk 5 year sharpe ratio0.730.86
Net assets$5.6B$1.2B
Average market cap$6.9B$9.5B
Average P/E24.823.5
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


U.S. stock77.15%
International stock11.62%
Fixed income1.98%
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 Inc3.26%
DYAX Dyax Corp3.25%
AIG AIG3.23%
ALKS Alkermes Plc2.14%
MLM Martin Marietta Materials Inc1.95%
ILMN Illumina Inc1.93%
TYL Tyler Technologies Inc1.91%
NXPI NXP Semiconductors NV1.73%
SBUX Starbucks1.68%
TXTR Textura Corp1.45%