Federated Hermes Kaufmann Fund Class R Shares
KAUFX
NASDAQ
| Weiss Ratings | KAUFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D+ | |||
| Risk Index | Fair | |||
| Risk Grade | C- | |||
| Company Info | KAUFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Federated | |||
| Manager/Tenure (Years) | Thomas M. Brakel (14), John S. Ettinger (12), Barbara Miller (12), 3 others | |||
| Website | http://www.federatedinvestors.com | |||
| Fund Information | KAUFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Federated Hermes Kaufmann Fund Class R Shares | |||
| Category | Mid-Cap Growth | |||
| Sub-Category | US Equity Mid Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Feb 21, 1986 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | -- | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | KAUFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.00% | |||
| Dividend | KAUFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 0.47% | |||
| Asset Allocation | KAUFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.02% | |||
| Stock | 98.17% | |||
| U.S. Stock | 89.26% | |||
| Non-U.S. Stock | 8.91% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.44% | |||
| Convertible | 0.00% | |||
| Other Net | 1.37% | |||
| Price History | KAUFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -3.31% | |||
| 30-Day Total Return | -0.48% | |||
| 60-Day Total Return | -2.69% | |||
| 90-Day Total Return | 2.68% | |||
| Year to Date Total Return | 9.66% | |||
| 1-Year Total Return | 9.96% | |||
| 2-Year Total Return | 29.53% | |||
| 3-Year Total Return | 49.43% | |||
| 5-Year Total Return | 4.64% | |||
| Price | KAUFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | KAUFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $6.13 | |||
| 1-Month Low NAV | $6.13 | |||
| 1-Month High NAV | $6.49 | |||
| 52-Week Low NAV | $4.94 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $6.49 | |||
| 52-Week High Price (Date) | Aug 17, 2026 | |||
| Beta / Standard Deviation | KAUFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.08 | |||
| Standard Deviation | 17.27 | |||
| Balance Sheet | KAUFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 5.01B | |||
| Operating Ratios | KAUFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.96% | |||
| Turnover Ratio | 28.00% | |||
| Performance | KAUFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 13.76% | |||
| Last Bear Market Total Return | -18.79% | |||