As of 09-30-2016


  • 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 an experienced growth team, comprised of portfolio managers, analysts and industry-dedicated specialists.
  • Features a performance history of 30 years.

Key Investment Team


Symbol   KAUFX
Fund Number(s)   74
Newspaper Listing   Kaufmn
CUSIP   314172644
Benchmark   Russell Midcap Growth Index
Performance Inception Date   02-21-1986
Fiscal Year-End   10-31

Morningstar Ratings™

disclosures »
    Funds in Category
Overall 660
3 Year 660
5 Year 574
10 Year 425
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.