As of 10-31-2018


  • 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   KAUCX
Fund Number(s)   70
Newspaper Listing   KaufmnC
CUSIP   314172651
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