Kaufmann Small Cap Fund

Kaufmann Small Cap Fund CMutual FundsSmall Cap

Overview

AT A GLANCE
Portfolio
Assets
$1.8 Billion
YTD Return NAV
18.00%
Equity
Stock certificate
Overall
Morningstar Rating
Gross
Expenses  †
2.06%
Net
Expenses  †
2.02%
STRATEGY

Seeks capital appreciation by investing primarily in the common stocks of small companies that are traded on national security exchanges, the NASDAQ stock market and on the over-the-counter market.

KEY FACTS
Key Facts - Part 1
Symbol Kaufmann Small Cap Fund C
Benchmark Russell 2000® Growth Index
Key Facts - Part 2
Fund Number(s)
759
CUSIP 314172610
Performance Incp. Date
MORNINGSTAR CATEGORY & STYLE
Category
Small Growth
Style
Morningstar Style Box
      Large
      Medium
      Small
Value Blend Growth  
INVESTMENT GOALS Retirement
Growth
MANAGERS
Hans Utsch
Senior Portfolio Manager
Head of Kaufmann Growth Equity Team

joined Federated
56 years of experience
John Ettinger, CFA
Senior Portfolio Manager

joined Federated
24 years of experience
Stephen DeNichilo, CFA
Portfolio Manager
Senior Investment Analyst

joined Federated
20 years of experience
Barbara Miller
Vice President
Portfolio Manager
Senior Investment Analyst

joined Federated
26 years of experience
Tom Brakel, M.D.
Senior Portfolio Manager
Senior Investment Analyst

joined Federated
21 years of experience
Jonathan Art
Senior Portfolio Manager
Senior Investment Analyst

joined Federated
37 years of experience
Mark Bauknight
Senior Portfolio Manager
Senior Investment Analyst

joined Federated
25 years of experience
Vivian Wohl
Vice President
Portfolio Manager
Senior Investment Analyst

joined Federated
34 years of experience
Steven Abrahamson
Senior Investment Analyst

joined Federated
27 years of experience

Performance

Characteristics

Commentary

Documents

Distributions and Taxes