As of 08-31-2016

Highlights

  • Pursues capital appreciation.
  • Invests primarily in reasonably priced stocks of large-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, comprising of portfolio managers, analysts and industry-dedicated specialists.

Key Investment Team


Facts

Symbol   KLCSX
Fund Number(s)   401
Newspaper Listing   KaufmnLCS
CUSIP   314172131
Benchmark   Russell 1000 Growth Index
Performance Inception Date   12-05-2007
Fiscal Year-End   10-31

Morningstar Ratings™

disclosures »
    Funds in Category
Overall 1470
3 Year 1470
5 Year 1278
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.