Federated Hermes Kaufmann Fund Institutional Shares
KAUIX
NASDAQ
| Weiss Ratings | KAUIX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D+ | |||
| Risk Index | Fair | |||
| Risk Grade | C- | |||
| Company Info | KAUIX-NASDAQ | Click to Compare |
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| Provider | Federated | |||
| Manager/Tenure (Years) | Hans P. Utsch (40), Thomas M. Brakel (13), John S. Ettinger (12), 4 others | |||
| Website | http://www.federatedinvestors.com | |||
| Fund Information | KAUIX-NASDAQ | Click to Compare |
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| Fund Name | Federated Hermes Kaufmann Fund Institutional Shares | |||
| Category | Mid-Cap Growth | |||
| Sub-Category | US Equity Mid Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Dec 29, 2016 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | KAUIX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | KAUIX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.58% | |||
| Asset Allocation | KAUIX-NASDAQ | Click to Compare |
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| Cash | 0.03% | |||
| Stock | 98.34% | |||
| U.S. Stock | 88.18% | |||
| Non-U.S. Stock | 10.16% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.37% | |||
| Convertible | 0.00% | |||
| Other Net | 1.26% | |||
| Price History | KAUIX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 3.40% | |||
| 30-Day Total Return | 6.15% | |||
| 60-Day Total Return | 14.33% | |||
| 90-Day Total Return | 8.31% | |||
| Year to Date Total Return | 6.68% | |||
| 1-Year Total Return | 13.74% | |||
| 2-Year Total Return | 31.91% | |||
| 3-Year Total Return | 54.22% | |||
| 5-Year Total Return | 18.29% | |||
| Price | KAUIX-NASDAQ | Click to Compare |
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| 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 | KAUIX-NASDAQ | Click to Compare |
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| Nav | $6.38 | |||
| 1-Month Low NAV | $5.98 | |||
| 1-Month High NAV | $6.38 | |||
| 52-Week Low NAV | $5.29 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $6.78 | |||
| 52-Week High Price (Date) | Oct 27, 2025 | |||
| Beta / Standard Deviation | KAUIX-NASDAQ | Click to Compare |
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| Beta | 1.09 | |||
| Standard Deviation | 16.59 | |||
| Balance Sheet | KAUIX-NASDAQ | Click to Compare |
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| Total Assets | 4.89B | |||
| Operating Ratios | KAUIX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.46% | |||
| Turnover Ratio | 28.00% | |||
| Performance | KAUIX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 14.41% | |||
| Last Bear Market Total Return | -18.80% | |||