Mutual Funds - Profile

Federated Hermes Kaufmann Small Cap Fund

US > Small-Cap > Growth

Rank

Universe Rank

Summary

The fund seeks capital appreciation by investing in small-size companies in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in companies that are trading at reasonable valuations.

The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team focuses on frequent conversations with key executives and employees, regular on-site visits, industry analysis and More

Price

  • Last Close
  • $55.51
    +0.08
  • 52 Week HL
  • $60.99 - $41.96
  • Net Assets
  • $9800 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Mar 31, 2021

Top 10 Holdings
Mar 31, 2021

Company Holding
Ultragenyx Pharmaceutical 1.7
Argenx SE 1.6
Zai Lab 1.5
Planet Fitness, 1.1
Etsy, Inc. 1.0
Company Holding
Natera, Inc. 1.0
Nuvei Corp 1.0
Scotts Co 1.0
SunPower Corporation 1.0
YETI Holdings, 0.9
Total 11.8%

Documents

  • Prospectus
  • Annual Reports

Performance
6.1 % YTD

  • 3 Year
  • 89.9%
  • 5 Year
  • 192.73%
  • Best
  • 80.97%
    2003
  • Worst
  • -44%
    2008

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
FKCSX 4%34%28%-10%21%10%-2%5%42%14%-4%
S&P 500 18%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 1.7% -18.1% 22% 7.5% 10.2% -11.3% 9.3% 2.9% 10.3% 25.9% -
Q2 7.3% 32.3% 4.5% 10.8% 6.8% 7.5% 5.9% -0.6% 2% -7.6% -
Q3 5.7% 6.6% -7% 8.5% 7.6% 12.1% -13.5% -3.1% 12.5% 5.3% -
Q4 - 23.2% 10.5% -14.7% 7.2% -1.5% 4.1% 5.9% 10.3% -3.4% -

Returns +
M

J F M A M J J A S O N D
2021 5.8% 1.3% -5.1% 4.1% -2.9% 6.2% -1.6% 5.3% 2% -8% - -
2020 2.5% -4.7% -16.2% 16.3% 8.6% 4.7% 3.9% 4% -1.3% -1% 16.4% 6.9%

Annual Return

Index Comparison

Alpha

NAV