2 / 5 Stars
2 2 2 1 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
2 / 5 Stars
#103 in Mid-Cap Growth
U.S. News evaluated 221 Mid-Cap Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 28.09 percent over the past year, 12.91 percent over the past three years, 16.10 percent over the past five years, and 8.26 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.5%|
|3 Years (Annualized)||12.9%|
|5 Years (Annualized)||16.1%|
|10 Years (Annualized)||8.3%|
The investment seeks to provide capital appreciation. The fund invests primarily in the common stocks of small- and medium-sized companies that are traded on national security exchanges, the NASDAQ stock market and on the over-the-counter market. Up to 30% of the fund's net assets may be invested in foreign securities. It may invest in fixed-income securities, exchange-traded funds, American Depositary Receipts (ADRs) and use derivative contracts and/or hybrid instruments to implement elements of its investment strategy.
Fees are Low compared to funds in the same category.
Federated Kaufmann Fund has an expense ratio of 1.95 percent.
Risk is Average compared to funds in the same category according to Morningstar.