Federated Kaufmann R
(KAUFX)
US Markets Closed
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6.40
+0.04
+0.63%
:

Previous Close

6.36

Net Assets

3.23B

Yield

0.00%

Front load

None

Expenses

1.95%

Category

Mid-Cap Growth

Morningstar Risk

Average

Morningstar Rating ★★★
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Performance
Returns %
Key statistics
  • Composition
  • Performance
  • Top Holdings
  • Top Rated Funds
  • Fund vs. Category
Quarterly Returns
  • Annual

  • KAUFX

  • Category

    • 2013

    • 40.54%

    • -

    • 2012

    • 17.30%

    • -

    • 2011

    • -13.78%

    • -

    • 2010

    • 18.75%

    • -

    • 2013

    • 2012

    • 2011

      • Q1

      • 11.95%

      • 18.92%

      • 2.18%

      • Q2

      • 2.49%

      • -6.51%

      • 0.89%

      • Q3

      • 10.42%

      • 4.64%

      • -22.75%

      • Q4

      • 10.93%

      • 0.82%

      • 8.27%

      Composition
      Sector Weightings
      Equity Investment Style
      The two dimensions of the Fund Style box measure the average size of companies that have been in the FUND, from the top to bottom, and the average valuation characteristics of the FUND's past stock holdings, from left to right.
      • Name

      • % Portfolio Weight

      • Shares Held

      • Change

        • American International Group Inc

        • 3.44

        • 3,600,000

        • 267,000

        • Illumina Inc

        • 2.81

        • 900,000

        • 725,000

        • Samsonite International SA

        • 2.56

        • 44,413,960

        • -2,336,040

        • Alkermes PLC

        • 2.54

        • 2,880,000

        • -45,000

        • DexCom Inc

        • 2.35

        • 3,389,253

        • 39,253

        • Dyax Corp

        • 2.16

        • 12,850,000

        • -1,060,000

        • Salix Pharmaceuticals Ltd

        • 2.16

        • 1,000,000

        • -200,000

        • Cubist Pharmaceuticals Inc

        • 1.95

        • 1,600,000

        • -400,000

        • LyondellBasell Industries NV

        • 1.84

        • 1,075,000

        • -122,600

        • Halliburton Co

        • 1.64

        • 1,317,700

        • -172,300

        • Name

        • Rating

        • YTD Return %

          • Principal MidCap R4

          • ★★★★★
          • 5.90

          • Hartford MidCap HLS IA

          • ★★★★★
          • 6.46

          • Principal MidCap R5

          • ★★★★★
          • 6.05

          • JPMorgan Mid Cap Equity Select

          • ★★★★★
          • 6.32

          • HSBC Opportunity I

          • ★★★★★
          • 2.69

          • Nicholas

          • ★★★★★
          • 7.43

          • Hartford MidCap Y

          • ★★★★★
          • 6.26

          • HSBC Opportunity A Load Waived

          • ★★★★★
          • 2.28

          • Principal MidCap Institutional

          • ★★★★★
          • 6.20

          • Principal MidCap B

          • ★★★★★
          • 5.05

          • Name

          • KAUFX

          • Category

            • Expense Ratio

            • 1.95%

            • 1.33%

            • Net Assets

            • 3.23B

            • 427.77M

            • Dividend Yield

            • 0.69%

            • 0.68

            • Price/Book

            • 2.93

            • 3.28

            • Price/Sales

            • 3.13

            • 1.84

            • Price/Cash Flow

            • 8.20

            • 12.24

            Profile

            Name of Issuer

            Federated

            Fund Style

            Open

            Fund Manager

            Lawrence Auriana

            Investment Style

            Medium Growth

            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.

            Purchase Information

            Initial Purchase 250
            Initial Purchase: IRA 250
            Initial Purchase: AIP 250
            Front load None
            Back Load None

            Inception

            2/21/1986