Federated Kaufmann Large Cap C
5800 Corporate Drive Pittsburgh PA 15237-7000
Map
Phone: 800-341-7400
| Category: | Large Growth | | Fund Family: | Federated | | Net Assets: | 35.02M | | Year-to-Date Return: | 36.47% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 05-Dec-07 |
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Hans P. Utsch
Lead Manager since
05-Dec-07 | | | Utsch,vice president, joined Federated in April 2001 as co-head of investments at Federated Kaufmann. From August 1984 to April 2001, Utsch was chairman of the board and secretary of Edgemont Asset Management Corp., and president and portfolio manager to The Kaufmann Fund, Inc. He has been engaged in the securities business since 1962. |
| 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 |
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| The investment seeks long-term capital appreciation. The fund invests primarily the stocks of large companies that are traded on national securities exchanges, NASDAQ stock market and on the over-the-counter market. Large companies will be defined as companies with market capitalizations that are in the top 75% of the market capitalization range of the Russell 1000 Index. It may invest up to 30% of net assets in foreign securities in both developed and emerging markets. The fund may invest in fixed-income securities and use derivative contracts and/or hybrid instruments. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 112.30% |
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| Expense | KLCCX | Category
Avg | | Total Expense Ratio: | %
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | 1.00%
| 2.62% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $670 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,047 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,062 |
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