Federated Kaufmann Small Cap K
5800 Corporate Drive Pittsburgh PA 15237-7000
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Phone: 800-341-7400
| Category: | Small Growth | | Fund Family: | Federated | | Net Assets: | 21.40M | | Year-to-Date Return: | -27.36% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 08-Nov-05 |
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Lawrence Auriana
Lead Manager since
18-Dec-02 | | | Auriana joined Federated in April 2001 as co-head of investments at Federated Kaufmann. From August 1984 to April 2001, Auriana was president and treasurer of Edgemont Asset Management Corp., and chairman of the board and portfolio manager to the Kaufmann Fund, Inc. |
| Min Initial Investment: | $1,500 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $1,500 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks capital appreciation. The fund primarily invests net assets in the stock of small companies that are traded on national security exchanges, NASDAQ stock market and on the over-the-counter market with market capitalization similar to the Russell 2000 index or the S&P Small Cap 600 index. It may invest up to 30% of net assets in foreign securities. |
| Last Dividend
| N/A | | Last Cap Gain
(14-Nov-07):
| 0.85 | | Annual Holdings Turnover
| 46.00% | | Average for Category:
| 115.22% |
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| Expense | FKKSX | Category
Avg | | Total Expense Ratio: | 1.95%
| 1.59% | | Max 12b1 Fee: | 0.50%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.38% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$748 | $682 | | 5 Yr Expense Projection*: |
$1,280 | $1,079 | | 10 Yr Expense Projection*: |
$2,736 | $2,146 |
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11.08% Nasdaq 0.00%
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