Federated Kaufmann Fund Class B Shares (KAUBX)

5.55
Net Asset Value
+0.54%
1 Day
+19.35%
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+3.54% 3 years+12.87%
3 months+6.53% 5 years+17.34%
1 year+32.59% Since inception+9.23%
Data through --

Peer Comparisonvs. Mid-cap growth

 KAUBXCategory
Performance 5-yr return+17.34%+11.94%
Expense ratio2.56%1.20%
Risk 5 year sharpe ratio1.140.99
Net assets$6.4B$1.6B
Average market cap$9.1B$12.1B
Average P/E26.525.4
Portfolio turnover47%47%

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Fund Management and Purchase Info

Fund familyFederated
Fund manager & tenureHans Utsch / 32 Years
Minimal initial investment$1,500.00
Minimum IRA investment$250.00

Holdings

U.S. stock65.09%
International stock19.10%
Cash14.72%
Fixed income1.10%
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 Inc3.19%
VEEV Veeva Systems Inc2.84%
NOW ServiceNow Inc2.55%
-- 2.38%
SPLK Splunk Inc2.14%
WDAY Workday Inc1.97%
BLK BlackRock1.92%
SHW Sherwin-Williams Co1.49%
GDS GDS Holdings Ltd1.44%
XPO XPO Logistics Inc1.40%