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FKAIX Federated Kaufmann Small Cap Instl

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Fund FKAIX Federated Kaufmann Small Cap Instl BDFFX Baron Discovery Retail HRSRX Hood River Small-Cap Growth Investor  
100% 92% 89%
Annual Fees
(1.50% Exp. Ratio)
(1.35% Exp. Ratio)
(1.35% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$32,742.67 $34,272.03 $34,272.03
Est. savings over 30 yrs +$1,529.36 +$1,529.36
As of 9/30/16
1 YR RETURN 12.43%
3 YR 9.67%
5 YR 17.88%
10 YR 7.79%
1 YR RETURN 23.24%
3 YR 11.11%
5 YR --
10 YR --
1 YR RETURN 15.66%
3 YR 9.80%
5 YR 19.33%
10 YR 8.53%
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 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.
The investment seeks capital appreciation through investments primarily in securities of small-sized growth companies. The fund invests primarily in equity securities in the form of common stock of small-sized growth companies. The Adviser defines small-sized companies as those, at the time of purchase, with market capitalizations up to the weighted median market capitalization of the Russell 2000 Growth Index at reconstitution, or companies with market capitalizations up to $1.5 billion, whichever is larger.
The investment seeks superior long-term growth of capital. The fund normally invests at least 80% of its net assets plus any borrowings for investment purposes in the following equity (or equity-related) securities: Common stocks of U.S. corporations that are judged by the investment adviser to have strong growth characteristics or to be undervalued in the marketplace relative to underlying profitability and have a market capitalization which, at the time of purchase, is consistent with the capitalization ranges of the S&P SmallCap 600® and Russell 2000® Indices; Options on, or securities convertible into, the common stock of small-cap companies, etc.

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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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