As of 10-31-2017


  • Pursues capital appreciation.
  • Invests primarily in reasonably priced stocks of mid- and small-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, comprised of portfolio managers, analysts and industry-dedicated specialists.
  • Features a performance history of more than 30 years.

Key Investment Team


Symbol   KAUAX
Fund Number(s)   66
Newspaper Listing   KaufmannA
CUSIP   314172677
Benchmark   Russell Midcap Growth Index
Performance Inception Date   02-21-1986
Fiscal Year-End   10-31

Morningstar Ratings™

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    Funds in Category
Overall 557
3 Year 557
5 Year 480
10 Year 360
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

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Category Insurance Mid-Cap Growth