Nasdaq - Delayed Quote USD

Federated Hermes Kaufmann Small Cap R (FKKSX)

45.73 +0.45 (+0.99%)
As of 8:06 AM EDT. Market Open.

Investment Information

Min Initial Investment
1,500
Min Initial Investment, IRA
2.5
Min Initial Investment, AIP
15
Min Subsequent Investment
1,500
Min Subsequent Investment, IRA
1
Min Subsequent Investment, AIP
0.5

Broker Availability

  • Mid Atlantic Capital Corp
  • ADP Access
  • Mid Atlantic Capital Group
  • ADP Access Open Fund Architecture
  • H Beck Inc.
  • Schwab All (Retail, Instl, Retirement)
  • Schwab Retirement Only
  • Pershing Retirement Plan Network
  • Mid Atlantic Clearing and Settlement

Fund Summary

The fund invests primarily in the common stocks of small companies that are traded on national security exchanges, the NASDAQ stock market and on the over-the-counter market. It will normally invest at least 80% of its net assets (which include the amount of any borrowing for investment purposes) in small companies and will notify shareholders at least 60 days in advance of any change in its investment policies that would permit the fund to normally invest less than 80% of its net assets in investments in small companies.

Fund Overview

Category Small Growth
Fund Family Federated
Net Assets 4.34B
YTD Return 7.65%
Yield 0.00%
Morningstar Rating
Inception Date Dec 18, 2002

Performance & Risk

YTD Return -1.15%
5y Average Return 4.48%
Rank in Category (ytd) 40
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.07
Morningstar Risk Rating

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