FKAIX : Federated Kaufmann Small Cap Fund Institutional Shares

FKAIX is a US Stocks Market Small Growth with LOW fees.

FKAIX

Federated Kaufmann Small Cap Fund Institutional Shares

FI Score

64 /100

Expense Ratio Rating

8 /10

Expense Rating

1 /10

Market Score

9 /10

Category Score

5 /10

Market Size

9 /10

64% FI Score
  • fkaix
  • Mutual Fund
  • US Stocks
  • Small Growth

Federated Kaufmann Small Cap Fund Institutional Shares

Expenses: 0.90% (Better than 1% of similar funds)

This is an OK choice for a Small Growth US Stocks fund. See why ยป

Fund Summary

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 will normally invest at least 80% of its net assets (which include the amount of any borrowing for investment purposes) in small companies and will notify shareholders at least 60 days in advance of any change in its investment policies that would permit the fund to normally invest less than 80% of its net assets in investments in small companies.

Largest Holdings

Amount Holding
1.89% argenx SE
1.65% Galapagos NV ADR
1.49% Ultragenyx Pharmaceutical Inc
1.42% Zai Lab Ltd ADR Repr 1 Shs
1.28% Moderna Inc
1.25% Planet Fitness Inc A
1.24% Mercury Systems Inc
1.23% Galapagos NV
1.14% Americold Realty Trust
1.13% Teladoc Health Inc
1.13% Wingstop Inc
1.13% argenx SE ADR
1.12% uniQure NV
1.10% Everbridge Inc
1.07% Alector Inc
1.05% Ares Management Corp Class A
0.99% Hamilton Lane Inc Class A
0.94% Penumbra Inc
0.93% The Scotts Miracle Gro Co A
0.91% Q2 Holdings Inc
0.88% Veeva Systems Inc Class A
0.77% Natera Inc
0.75% FinecoBank SpA
0.75% Ashmore Group PLC

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