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Federated Kaufmann Fund Class R Shares (KAUFX)

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-7.73% 3 years+18.78%
3 months-5.87% 5 years+13.75%
1 year+6.05% Since inception+12.52%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return+13.75%+16.81%
Expense ratio2.34%1.31%
Risk 5 year sharpe ratio1.041.07
Net assets$6.1B$1.4B
Average market cap$7.9B$9.8B
Average P/E25.725.2
Portfolio turnover52%52%

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Fund Management and Purchase Info

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


U.S. stock80.81%
International stock14.29%
Fixed income1.93%
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
DYAX Dyax Corp3.95%
DXCM DexCom Inc3.73%
AIG AIG3.28%
ILMN Illumina Inc2.53%
ALKS Alkermes Plc2.05%
MLM Martin Marietta Materials Inc2.04%
BIIB Biogen1.74%
NXPI NXP Semiconductors NV1.71%
GWPH GW Pharmaceuticals PLC1.57%
TYL Tyler Technologies Inc1.45%

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