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Federated Hermes Kaufmann Small Cap Fund;A

NAS: FKASX

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/zigman2/quotes/204166501/realtime

$

49.47

Change

-0.48 -0.96%

Jan 20, 2022

YTD return

-15.62%

5 yr avg return

18.79%

Total net assets

1.28B

52 week low

52 week high

$49.47

$76.71

Yield

0.00%

Fees & Expenses

Front load

5.50%

Deferred load

0.00%

Max. redemption fee

0.00%

Total expense ratio

1.35%

12 b-1

0.20%

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)

4.93

Capital gain (YTD)

n/a

Risk Measures

Alpha

-0.12

Beta

1.04

Standard deviation

6.40

R. squared

0.65

Min. Investment

Standard (taxable)

1500

IRA

250

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/news/latest/company/us/fkasx

MarketWatch News on FKASX

  1. As S&P 500 pauses, small-cap stocks keep flying

    3:29 p.m. April 15, 2015

    - Philip van Doorn

Lipper Leader

Total Return: 5 Consistent Return: 4 Preservation: 2 Tax Efficiency: 4 Expense: 2

YTD Lipper Ranking: Quintile 4 (80th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)
% rank in category Quintile rank
YTD -15.62% -12.98% -5.90% 80% 4
1yr -20.12% -10.09% 18.00% 86% 5
3yr 15.18% 15.63% 20.90% 55% 3
5yr 18.79% 13.97% 16.70% 10% 1
10yr 16.23% 12.71% 15.3% 3% 1

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$154,627

Fund Comparison

Compare: Returns Risk Fees Holdings

Find Another Fund

Investment focus:

Net assets:

Return timeframe:

Fund Details

Category

Small-Cap Growth Funds

Fund family

Federated Hermes A

Fund status

Closed

Fund inception

December 18, 2002

Manager

Team Managed

Investment Policy

The Fund seeks capital appreciation by investing primarily in equity securities of small-cap companies.

/news/nonmarketwatch/company/us/fkasx

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