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Federated Kaufmann Large Cap A (KLCAX)

19.09 Up 0.07(0.37%) Nov 26

Profile as of Oct 30, 2014Get Profile for:
Federated Kaufmann Large Cap A
Federated Equity Funds5800 Corporate DrivePittsburgh, PA 15222-3779
Phone: 800-341-7400
Fund Overview 
Category:Large Growth
Fund Family:Federated
Net Assets:1.78B
Year-to-Date Return:10.05%
Morningstar Rating:4 stars
Fund Inception Date:Dec 5, 2007
Morningstar Style Box 
Large Growth
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Management Information 
Lawrence E. Auriana
Lead Manager since Dec 5, 2007
Auriana, vice president, joined Federated in April 2001 as co-head of investments at Federated Kaufmann. From August 1984 to April 2001, Auriana was president and treasurer of Edgemont Asset Management Corp., and chairman of the board and portfolio manager to the Kaufmann Fund, Inc.
Investment Information 
Min Initial Investment:1,500
Min Initial Investment, IRA:250
Min Initial Investment, AIP:1,500
Min Subsequent Investment:100
Min Subsequent Investment, IRA:100
Min Subsequent Investment, AIP:50
KLCAX can be purchased from 93 brokerages.

Fund Summary 
The investment seeks to provide capital appreciation. The fund invests primarily in the common stocks of large 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 in large-cap companies. Up to 30% of the fund's net assets may be invested in foreign securities in both developed and emerging markets. 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.

Fund Operations 
Last Dividend : 0.00
Last Cap Gain (Dec 26, 2013) : 0.00
Annual Holdings Turnover (Nov 25, 2014) : 114.00%
Average for Category:49.17%
Fees & Expenses 
ExpenseKLCAXCategory Avg
Annual Report Expense Ratio (net):1.50%1.20%
Prospectus Net Expense Ratio:1.10%N/A
Prospectus Gross Expense Ratio:1.24%N/A
Max 12b1 Fee:0.00%N/A
Max Front End Sales Load:5.50%5.45%
Max Deferred Sales Load: N/A2.27%
3 Yr Expense Projection*:922540
5 Yr Expense Projection*:1,194853
10 Yr Expense Projection*:1,9671,722
* Per $10,000 invested