Federated Kaufmann Fund Class R Shares (KAUFX)

6.64
Net Asset Value
-0.15%
1 Day
+7.62%
Year-to-Date
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
2.31%
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+1.84% 3 years+20.40%
3 months+4.40% 5 years+13.26%
1 year+18.08% Since inception+12.39%
Data through --

Peer Comparisonvs. Mid-cap growth

 KAUFXCategory
Performance 5-yr return+13.26%+18.98%
Expense ratio2.31%1.34%
Risk 5 year sharpe ratio0.911.06
Net assets$5.8B$1.3B
Average market cap$7.7B$9.3B
Average P/E25.224.7
Portfolio turnover63%63%

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Fund Management and Purchase Info

Fund familyFederated
Fund manager & tenureLawrence Auriana / 28 Years
Minimal initial investment$250.00
Minimum IRA investment$250.00

Holdings

U.S. stock75.73%
International stock13.82%
Fixed income5.55%
Cash4.82%
Other0.08%
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
AIG American International Group Inc3.44%
ILMN Illumina Inc2.81%
-- Samsonite International SA2.56%
ALKS Alkermes PLC2.54%
DXCM DexCom Inc2.35%
SLXP Salix Pharmaceuticals Ltd2.16%
DYAX Dyax Corp2.16%
CBST Cubist Pharmaceuticals Inc1.95%
LYB LyondellBasell Industries NV1.84%
HAL Halliburton Co1.64%

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