Federated Kaufmann Fund Class R Shares (KAUFX)

6.48
Net Asset Value
-0.31%
1 Day
+12.11%
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+0.15% 3 years+23.00%
3 months+5.19% 5 years+16.47%
1 year+25.82% Since inception+12.40%
Data through --

Peer Comparisonvs. Mid-cap growth

 KAUFXCategory
Performance 5-yr return+16.47%+14.47%
Expense ratio2.34%1.33%
Risk 5 year sharpe ratio0.850.89
Net assets$5.9B$1.3B
Average market cap$7.9B$9.7B
Average P/E22.225.2
Portfolio turnover52%52%

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Fund Management and Purchase Info

Fund familyFederated
Fund manager & tenureLawrence Auriana / 29 Years
Minimal initial investment$250.00
Minimum IRA investment$250.00

Holdings

U.S. stock74.60%
International stock15.63%
Fixed income5.36%
Cash4.36%
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
DXCM DexCom Inc3.28%
DYAX Dyax Corp3.24%
AIG AIG2.99%
ILMN Illumina Inc2.22%
NXPI NXP Semiconductors NV2.06%
MLM Martin Marietta Materials Inc2.03%
ALKS Alkermes Plc2.00%
BIIB Biogen1.85%
EXAM ExamWorks Group Inc1.62%
BLK BlackRock1.49%

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