Investment Test Drive

KAUFX Federated Kaufmann R

6 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
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Fund KAUFX Federated Kaufmann R POAGX PRIMECAP Odyssey Aggressive Growth JAENX Janus Enterprise T  
100% 87% 89%
Annual Fees
(1.99% Exp. Ratio)
(0.62% Exp. Ratio)
(0.92% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$28,214.47 $42,788.79 $39,078.70
Est. savings over 30 yrs +$14,574.32 +$10,864.23
As of 10/31/16
1 YR RETURN 1.76%
3 YR 7.39%
5 YR 12.94%
10 YR 6.50%
1 YR RETURN 7.90%
3 YR 10.12%
5 YR 18.15%
10 YR 11.47%
1 YR RETURN 6.05%
3 YR 9.57%
5 YR 13.74%
10 YR 9.25%
The investment seeks to provide capital appreciation. The fund invests a majority of its assets in the common stocks of small- and medium-sized companies that are traded on national security exchanges, the NASDAQ stock market and on the over-the-counter market. Up to 30% of the fund's net assets may be invested in foreign securities. It may invest in fixed-income securities, exchange-traded funds, American Depositary Receipts (ADRs) and use derivative contracts and/or hybrid instruments to implement elements of its investment strategy.
The investment seeks to provide long-term capital appreciation. The fund invests primarily in the common stocks of U.S. companies, emphasizing those companies with prospects for rapid earnings growth. It may invest in stocks across all market sectors and market capitalizations and has historically invested significant portions of its assets in mid- and small-capitalization companies.
The investment seeks long-term growth of capital. The fund pursues its investment objective by investing primarily in common stocks selected for their growth potential, and normally invests at least 50% of its equity assets in medium-sized companies. Medium-sized companies are those whose market capitalization falls within the range of companies in the Russell Midcap® Growth Index. Market capitalization is a commonly used measure of the size and value of a company. It may also invest in foreign securities, which may include investments in emerging markets.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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