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Overall Morningstar
Rating™
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| What is this?
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As of 2013-04-30 |
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Out of
Mid-Cap Growth Funds
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| Rating derived from a weighted average of the fund's 3, 5, 10-year rating which are based on risk-adjusted performance. |
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Morningstar?
Style Box™
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| What is this?
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Medium |
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Growth |
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As of
2013-03-31 |
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| Day Change |
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$ -0.02 |
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| NAV
(2013-05-24)
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$ 5.87 |
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| YTD Return %
(2013-05-24)
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| 16.93%
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| Total Assets ($ mil) |
| 5,627 |
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| Growth of $10,000 |
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Fund: |
Federated Kaufmann R |
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(from
2003-01-01
to 2013-04-30)
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Category: |
Mid-Cap Growth |
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Index: |
S&P 500 TR USD |
| Total Annualized Returns % |
1yr, 3yr and 5yr Returns as of 2013-05-24 |
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Inception date: 1986-02-21 |
10yr and Inception Returns as of 2013-04-30 |
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YTD Returns as of 2013-05-24 |
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| The performance quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate thus an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted herein. For performance data current to the most recent month-end, please call 800-341-7400 or visit www.federatedInvestors.com. |
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| Asset Allocation |
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| % of Net Assets |
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Cash |
2.8 |
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Stocks |
94.4 |
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Bonds |
0.0 |
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Other |
2.8 |
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Foreign Stocks |
23.0 |
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(as a % of Assets) |
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| Holding Status |
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| Total Number of Stock Holdings |
118 |
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Turnover % |
61 |
| Total Number of Bond Holdings
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0 |
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30 Day SEC Yield %
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-1.18 |
| % of Assets in Top 10 Holdings |
26.27 |
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ending as of
2013-03-31 |
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View Data Definitions
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Data through 2013-03-31 |
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YTD Return through 2013-05-24 |
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Fund Inception: 1986-02-21 |
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Portfolio Manager (Start Date) |
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Hans P. Utsch
(1986-02-21)
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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. |
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Lawrence Auriana
(1986-02-21)
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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. |
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Jonathan Art
(2003-10-01)
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Art has been an investment analyst with the Federated Equity Management Company of PA since April 2001. He served as an investment analyst with Edgemont Asset Management Corp. from 1995 to April 2001. |
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Mark Bauknight
(2003-10-01)
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Bauknight has been an investment analyst with the Federated Equity Management Company of PA since April 2001. He served as an investment analyst with Edgemont Asset Management Corp. from July 1997 to April 2001. |
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Tom M. Brakel
(2012-07-01)
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Tom M. Brakel has been a Portfolio Manager of the Fund since July 2012. Mr. Brakel focuses on security selection with particular emphasis in the global health care sector. Mr. Brakel joined Federated in 2003 and is a Senior Investment Analyst with the Fund's Adviser. Prior to 2003, he held analyst positions with New Vernon Associates, BioPharma Fund and Mehta Partners. Mr. Brakel earned an M.D. from Erasmus University, The Netherlands, and an M.B.A. from Stanford University.” |
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Sales Charge %
(taken from prospectus dated 2012-12-31)
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| Front: |
None |
| Deferred: |
None |
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| Expense Ratio % |
1.95 |
based on net assets
(taken from annual report dated 2012-10-31)
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| Correspondence Information |
Federated Equity Funds
5800 Corporate Drive
Pittsburgh,
PA
15237-7000
USA |
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