Federated Kaufmann C
5800 Corporate Drive Pittsburgh PA 15237-7000
Map
Phone: 800-341-7400
| Category: | Mid-Cap Growth | | Fund Family: | Federated | | Net Assets: | 1.06B | | Year-to-Date Return: | -13.78% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 24-Apr-01 |
|
Hans P. Utsch
Lead Manager since
21-Feb-86 | | | Utsch joined Federated in April 2001 as co-head of investments at Federated Kaufmann. From August 1984 to April 2001, Utsch was chairman of the board and secretary of Edgemont Asset Management Corp., and president and portfolio manager to The Kaufmann Fund, Inc. He has been engaged in the securities business since 1962. |
| 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 |
|
| |
| The investment seeks capital appreciation. The fund primarily invests in common stocks of small and medium-size companies. To select investments, the advisor evaluates a company's growth prospects, the economic outlook for its industry, new-product development, management, security value, and financial characteristics. It may invest up to 30% of assets in foreign securities. |
| Last Dividend
| N/A | | Last Cap Gain
(14-Nov-07):
| 0.63 | | Annual Holdings Turnover
| 49.00% | | Average for Category:
| 117.29% |
|
| Expense | KAUCX | Category
Avg | | Total Expense Ratio: | 2.50%
| 1.49% | | Max 12b1 Fee: | 0.75%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.31% | | Max Deferred Sales Load: | 1.00%
| 2.67% | | 3 Yr Expense Projection*: |
$835 | $696 | | 5 Yr Expense Projection*: |
$1,425 | $1,084 | | 10 Yr Expense Projection*: |
$3,022 | $2,130 |
|
|
0.11% Nasdaq 
0.36%
Profile
