As of 10-31-2018


  • Pursues capital appreciation.
  • Invests primarily in reasonably priced stocks of large-cap companies that exhibit positive growth characteristics.
  • Selects stocks through an intensive, bottom-up process that includes frequent conversations with key executives and employees, regular on-site visits, industry analysis and thorough fundamental research.
  • Managed by an experienced growth team, comprising of portfolio managers, analysts and industry-dedicated specialists.

Key Investment Team


Symbol   KLCCX
Fund Number(s)   353
Newspaper Listing   KaufmnLCC
CUSIP   314172438
Benchmark   Russell 1000 Growth Index
Performance Inception Date   12-05-2007
Fiscal Year-End   10-31

Morningstar Category & Style

disclosures »
Category Large Growth

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