Federated Kaufmann Fund Class B Shares (KAUBX)

4.94
Net Asset Value
-0.20%
1 Day
+6.24%
Year-to-Date
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
2.56%
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.

Performance

1 month-0.80% 3 years+11.08%
3 months+9.15% 5 years+15.91%
1 year+25.60% Since inception+9.04%
Data through --

Peer Comparisonvs. Mid-cap growth

 KAUBXCategory
Performance 5-yr return+15.91%+13.73%
Expense ratio2.56%1.21%
Risk 5 year sharpe ratio1.211.15
Net assets$6.2B$1.6B
Average market cap$8.7B$12.9B
Average P/E33.428.7
Portfolio turnover47%47%

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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

Holdings

U.S. stock69.42%
International stock16.21%
Cash14.03%
Fixed income0.34%
Other0.00%
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 Inc3.73%
VEEV Veeva Systems Inc2.43%
NOW ServiceNow Inc2.30%
BLK BlackRock2.30%
SPLK Splunk Inc2.01%
-- 1.98%
SHW Sherwin-Williams Co1.81%
WDAY Workday Inc1.68%
-- 1.65%
ROP Roper Technologies Inc1.50%