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Federated Hermes Kaufmann Fund;R

NAS: KAUFX

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Overview Holdings Charts Historical Quotes
KAUFX
/zigman2/quotes/208792699/realtime

$

4.65

Change

+0.21 +4.73%

May 13, 2022

YTD return

-30.60%

5 yr avg return

7.65%

Total net assets

3.71B

52 week low

52 week high

$4.39

$8.03

Yield

0.00%

Fees & Expenses

Front load

0.00%

Deferred load

0.00%

Max. redemption fee

0.00%

Total expense ratio

1.95%

12 b-1

0.29%

Turnover

34.00%

Expense Calculator

Amt Invested:

Timeframe:

Total expense ratio:

Front load:

Deferred load:

Expense projection:

Estimated Total:

* Expense Calculator results are based on the fund's past performance. Preferred load may be less. Check with your fund company for exact values.

Distributions

Income dividend

n/a

Dividend freq.

Annually

Capital gain (2021)

0.65

Capital gain (YTD)

n/a

Risk Measures

Alpha

-0.88

Beta

0.96

Standard deviation

6.01

R. squared

0.71

Min. Investment

Standard (taxable)

250

IRA

250

Mutual Fund Prospectuses

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/news/latest/company/us/kaufx

MarketWatch News on KAUFX

  1. Which Firms Have the Priciest Mutual Funds?

    5:09 p.m. Jan. 8, 2018

    - Barron's Online

  2. A tale of two fund recommendations at odds with one another

    3:29 p.m. Oct. 12, 2007

    - Chuck Jaffe

  3. audio content Chuck Jaffe's Stupid Investment Of The Week

    7:59 a.m. Oct. 5, 2007

    - Chuck Jaffe

  4. It's easier to stay put in less-risky funds

    11:36 a.m. Oct. 3, 2007

    - MarketWatch

  5. audio content Funds are safer, so investors are more comfortable

    7:35 a.m. Oct. 3, 2007

    - Chuck Jaffe

  6. Make sure your fund's strategy is more than indexing

    9:51 a.m. May 31, 2007

    - MarketWatch

  7. audio content 'Does it offer more than an index fund?'

    8:05 a.m. May 31, 2007

    - Chuck Jaffe

  8. Federated hires J.P. Morgan vet Keith Schappert

    6:36 p.m. Feb. 4, 2002

    - Craig Tolliver

  9. Federated meets estimates, has record quarter

    3:43 p.m. April 25, 2001

    - Justin Wiser

  10. Paul Farrell: America's top-10 small-caps for 2001

    3:37 p.m. Dec. 15, 2000

    - Paul B. Farrell

  11. Kaufmann distributes 32% cap gain

    4:17 p.m. Nov. 9, 2000

    - Craig Tolliver

  12. Federated buys Kaufmann Fund

    5:05 p.m. Oct. 20, 2000

    - Craig Tolliver

  13. Still Better

    12:01 a.m. April 5, 1999

    - Barron's Online

  14. Commentary: Irwin Kellner -- Why mall traffic is down 12-8-98

    6:07 p.m. Dec. 8, 1998

    - Dr. Irwin Kellner

  15. Garbage stocks smell sweet 12-8-98

    3:20 p.m. Dec. 8, 1998

    - Jeff Clabaugh

  16. Morning Report 12-08-98

    11:47 a.m. Dec. 8, 1998

    - CBS.MarketWatch.com

  17. Afternoon Report 10-13-98

    4:23 p.m. Oct. 13, 1998

    - CBS.MarketWatch.com

  18. Kaufmann back on the block 10-12-98

    6:17 p.m. Oct. 12, 1998

    - Craig Tolliver

  19. Stocks chug higher - 10-12-98

    5:49 p.m. Oct. 12, 1998

    - Kevin N. Marder

  20. Japan rebounds on bank plan 10-12-98

    3:05 p.m. Oct. 12, 1998

    - Stephanie O'Brien

  21. Loading more headlines...

Lipper Leader

Total Return: 1 Consistent Return: 1 Preservation: 2 Tax Efficiency: 3 Expense: 1

YTD Lipper Ranking: Quintile 4 (76th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)		 % rank in category Quintile rank
YTD -30.60% -27.88% -15.10% 76% 4
1yr -23.28% -16.42% -0.80% 83% 5
3yr 1.15% 10.50% 14.60% 94% 5
5yr 7.65% 11.71% 13.00% 90% 5
10yr 10.83% 12.19% 13.7% 72% 4

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$63,553

Fund Comparison

Compare: Returns Risk Fees Holdings

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Investment focus:

Net assets:

Return timeframe:

Fund Details

Category

Multi-Cap Growth Funds

Fund family

Federated Hermes R

Fund status

Open

Fund inception

February 21, 1986

Manager

Team Managed

Investment Policy

The Fund seeks capital appreciation by investing in small and mid-cap growth companies and invests primarily in companies beyond the venture stage that have established profitability and have substantial growth prospects.

Top Holdings

/news/nonmarketwatch/company/us/kaufx

Other News on KAUFX

  1. How To Avoid The Worst Style Mutual Funds: Q2'16

    9:48 a.m. June 23, 2016

    - Seeking Alpha

  2. Still Steady-Eddies?

    9:27 a.m. July 23, 2002

    - The Wall Street Journal Interactive Edition

  3. Best Mid-Cap Fund Graybeards

    5:56 p.m. May 16, 2002

    - The Wall Street Journal Interactive Edition

  4. Fund Investors Worry Values May Be Wrong

    11:59 p.m. Oct. 29, 1999

    - The Wall Street Journal Interactive Edition

  5. Power Struggle Hits Kroll-O'Gara Stock

    12:56 a.m. Aug. 10, 1999

    - The Wall Street Journal Interactive Edition

  6. Small-Stock Funds Remain Tricky Play

    11:59 p.m. May 14, 1999

    - The Wall Street Journal Interactive Edition

  7. Funds Turn Down The Star Power

    1:01 a.m. March 1, 1999

    - The Wall Street Journal Interactive Edition

  8. Mutual-Fund Firms Shift Ad Strategies

    12:45 a.m. Nov. 11, 1998

    - The Wall Street Journal Interactive Edition

  9. Declines in Portfolios Can Reduce Tax Bite

    11:59 p.m. Oct. 23, 1998

    - The Wall Street Journal Interactive Edition

  10. Not All Global Funds Are Created Equal

    11:28 p.m. Oct. 19, 1998

    - The Wall Street Journal Interactive Edition

  11. Cendant Weighs Options Changes

    1:14 a.m. Sept. 16, 1998

    - The Wall Street Journal Interactive Edition

  12. Stock Mutual Funds Report Some Buying

    10:25 p.m. Sept. 2, 1998

    - The Wall Street Journal Interactive Edition

  13. Mutual-Funds Ads May Be Confusing

    12:23 a.m. Aug. 31, 1998

    - The Wall Street Journal Interactive Edition

  14. Investors Seek to Oust Cendant Chairman

    12:01 a.m. July 16, 1998

    - The Wall Street Journal Interactive Edition

  15. Some Managers See A Chance in Cendant

    12:01 a.m. April 20, 1998

    - The Wall Street Journal Interactive Edition

  16. Fund Manager Dumps His Stock in Gemstar

    12:01 a.m. April 6, 1998

    - The Wall Street Journal Interactive Edition

  17. Kaufmann Fund Ad Will Fan Controversy

    2:30 a.m. March 26, 1998

    - The Wall Street Journal Interactive Edition

  18. Funds-of-Funds Are Tricky to Evaluate

    12:01 a.m. Sept. 8, 1997

    - The Wall Street Journal Interactive Edition

Link to MarketWatch's Slice.