As of 10-31-2017

Highlights

  • Pursues capital appreciation.
  • Invests primarily in reasonably priced stocks of small-cap companies.
  • 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


Facts

Symbol   FKALX
Fund Number(s)   146
Newspaper Listing   KaufmnSCL
CUSIP   31421N683
Benchmark   Russell 2000 Growth Index
Performance Inception Date   12-18-2002
Fiscal Year-End   10-31

Morningstar Ratings™

disclosures »
    Funds in Category
Overall 598
3 Year 598
5 Year 530
10 Year 397
Based on risk adjusted total return. The overall rating is derived from a weighted average of the fund’s three-, five-, and ten-year average annual returns, as applicable.

Morningstar Category & Style

disclosures »
Category Small Growth
Style