3 / 5 Stars
3 3 1 1 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 215 Small 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 41.65 percent over the past year, 15.04 percent over the past three years, 27.18 percent over the past five years, and 8.95 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||6.5%|
|3 Years (Annualized)||15.0%|
|5 Years (Annualized)||27.2%|
|10 Years (Annualized)||8.9%|
The investment seeks to provide capital appreciation. The fund invests 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. It normally invests at least 80% of its assets (which include the amount of any borrowing for investment purposes) in small companies. Up to 30% of the fund's net assets may be invested in foreign securities. The fund may invest in fixed-income securities, exchange-traded funds, American Depositary Receipts and use derivative contracts and/or hybrid instruments to implement elements of its investment strategy.
Fees are High compared to funds in the same category.
Federated Kaufmann Small Cap Fund has an expense ratio of 2.50 percent.
Risk is High compared to funds in the same category according to Morningstar.