Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

Federated Kaufmann Fund Class R Shares (KAUFX)

6.09
Net Asset Value
+2.01%
1 Day
+5.36%
Year-to-Date
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
2.34%
Expense Ratio
Average
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.

Performance

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

 KAUFXCategory
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%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

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

Holdings

U.S. stock80.81%
International stock14.29%
Cash2.91%
Fixed income1.93%
Other0.06%
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%

Partner Offers