KAUFX

(KAUFX)
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DETAILS
Symbol Value ($)
Morningstar Rating
Previous Close NA
Category Mid-Cap Growth
Net Assets 3.49 Bil
Yield 0.00%
Morningstar Risk Average
Morningstar Return Below Average
  • Last NAV update
INVESTMENT OBJECTIVE
NA
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.
CUMULATIVE PERFORMANCE OF $10,000
  2010 2011 2012 2013 2014
Return 18.75% -13.78% 17.30% 40.54% 4.38%
Value ($) 11,875.07 10,239.15 12,010.08 16,878.82 17,617.44
  • Year to date performance as of 7/23/2014 12:00 AM ET
MANAGEMENT & PURCHASE INFO
Symbol Value ($)
Fund Family Federated
Fund Manager Lawrence Auriana
Tenure (Years) 28
Fund Status Open
Minimum Initial Purchase 250.00
Minimum IRA Investment 250.00
Front Load 0.00
Expense Ratio NA
PERFORMANCE
Symbol Value ($)
1 Month 0.31%
3 Months 3.87%
1 Year 20.92%
3 Years* 12.83%
5 Years* 14.83%
  • * Annualized returns
  • Performance as of 7/23/2014 12:00 AM ET
PEER COMPARISON
  NA Mid-Cap Growth
5-Yr Return 14.83% 17.24%
Sharpe Ratio 0.81 1.90
Net Assets 3.49 Bil 427.77 Mil
Avg Market Cap 7.59 Bil 8.57 Bil
Avg P/E 21.54 25.95
Portfolio Turnover 63 74
HOLDINGS
Symbol Value ($)
Stocks 93.72%
Cash 2.29%
Fixed Income 1.32%
Other 3.81%
TOP 10 HOLDINGS
This information is not available right now.
DATA PROVIDERS

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Fundamental company data and historical chart data provided by Morningstar Inc. Real-time index quotes and delayed quotes supplied by Morningstar Inc. Quotes delayed by up to 15 minutes, except where indicated otherwise. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by Morningstar Inc.

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