Kaufmann Fund II

Variable Annuity FundsMid Cap

Overview

 
AT A GLANCE
Portfolio
Assets
March 31 2019
$176.9 M
YTD Return NAV
April 21 2019
18.80%
Equity
Overall
Morningstar Rating ™
March 31 2019
4 out of 5 stars"
Gross
Expenses [†]
1.54%
Net
Expenses [†]
1.54%
Documents
STRATEGY

Seeks long-term outperformance primarily through a high-conviction portfolio of mid-cap growth stocks selected through an intensive, bottom-up process.

KEY FACTS
Key Facts - Part 1
Benchmark Russell Midcap® Growth Index
Key Facts - Part 2
Fund Number(s)
953
CUSIP 3 1 3 9 1 6 8 2 7
Performance Incp. Date April 30 2002
MORNINGSTAR CATEGORY & STYLE
Category
Insurance Mid-Cap Growth
Style
Medium Growth
INVESTMENT GOALS Retirement
Growth
MANAGERS
Hans Utsch
Senior Portfolio Manager
Head of Kaufmann Growth Equity Team

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

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

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

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

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

joined Federated
27 years of experience
Steven Abrahamson
Senior Investment Analyst

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

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

joined Federated
35 years of experience

Characteristics

 

Documents

 

Distributions and Taxes

 
DISCLOSURES

† The funds expense ratio is from the most recent prospectus. The expense ratio may reflect voluntary fee waivers and/or expense reimbursements determined by the funds Advisor and its affiliates. The voluntary waivers and/or reimbursements, if applicable, are in effect up to but not including the later of 05/01/2019 or the date of the funds next effective prospectus.

Expenses shown do not reflect any additional fees or expenses that may be imposed by separate accounts of insurance companies or in connection with any variable annuity or variable life insurance contract. If these had been included, an investor's costs would be higher.

Total returns for periods of less than one year are cumulative.

Total return may have been lower in the absence of temporary expense waivers or reimbursements.

International investing involves special risks including currency risk, increased volatility, political risks, and differences in auditing and other financial standards.

Small-company stocks may be less liquid and subject to greater price volatility than large-capitalization stocks.

Investing in IPOs involves special risks such as limited liquidity and increased volatility.

Fund shares are available exclusively as a funding vehicle for life insurance companies writing variable life insurance policies and variable annuity contracts.  If you are an individual investor, contact your financial advisor or insurance company for more information on these products.

The fund is a managed portfolio and its holdings are subject to change.

The holdings percentages are based on net assets at the close of business on the date above, and may not necessarily reflect adjustments that are routinely made when presenting net assets for formal financial statement purposes. Because this is a managed portfolio, the investment mix will change.

Current and future portfolio holdings are subject to risk.

Investors should carefully consider the fund's investment objectives, risks, charges and expenses before investing. To obtain a summary prospectus or prospectus containing this and other information, contact us or view the prospectus provided on this website. Please carefully read the summary prospectus or prospectus before investing.

Product classifications noted at the top are Federated's internal classifications.

Federated Securities Corp., Distributor

Not FDIC Insured
May Lose Value
No Bank Guarantee

3407207918