As of 07-31-2018


  • 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


Symbol   FKKSX
Fund Number(s)   154
Newspaper Listing   KaufmnSCK
CUSIP   314172537
Benchmark   Russell 2000 Growth Index
Performance Inception Date   11-01-2005
Fiscal Year-End   10-31

Morningstar Category & Style

disclosures »
Category Small Growth

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