Federated Kaufmann Fund (B) KAUBX

Share Classes Product Type Asset Class Category
Mutual Fund Equity Mid-Cap Growth
As of 03-31-2015


  • Pursues capital appreciation.
  • Invests primarily in reasonably priced stocks of small- and mid-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 one of the industry's most experienced growth teams, comprised of portfolio managers, analysts and industry-dedicated specialists.
  • Features a performance history of more than 25 years.

Key Investment Team


Symbol   KAUBX
Fund Number(s)   67
Newspaper Listing   KaufmnB
CUSIP   314172669
Benchmark   Russell Midcap Growth Index
Performance Inception Date   02-21-1986
Fiscal Year-End   10-31

Morningstar Category & Style

disclosures »
Category Mid-Cap Growth

Related Information

Mutual funds are subject to risks and fluctuate in value.
Investing in IPOs involves special risks such as limited liquidity and increased volatility.

The fund is the successor to the Kaufmann Fund, Inc. ("Kaufmann Fund") pursuant to a reorganization that took place on April 23, 2001. Prior to that date, the fund had no investment operations. Accordingly, for periods prior to that date, the performance information is that of the Kaufmann Fund, adjusted to reflect the maximum sales charge or contingent deferred sales charge and expenses applicable to the fund’s Class A, B and C shares.

International investing involves special risks including currency risk, increased volatility, political risks, and differences in auditing and other financial standards.

Small company stocks may be less liquid and subject to greater price volatility than large capitalization stocks.
Past performance is no guarantee of future results.

Investors should carefully consider the fund's investment objectives, risks, charges and expenses before investing. To obtain a summary prospectus or prospectus containing this and other information, contact us or view the prospectus provided on this website. Please carefully read the summary prospectus or prospectus before investing.

"Category" product classifications noted at the top are Federated's internal classifications.

For additional information, including definitions of related terms and indexes, see the Financial Glossary and Benchmark Index Glossary.

Federated Securities Corp., Distributor
Not FDIC Insured May Lose Value No Bank Guarantee
Copyright © 2015 Federated Investors, Inc.

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