Nasdaq - Delayed Quote USD

Federated Hermes Kaufmann C (KAUCX)

3.7900 -0.0300 (-0.79%)
At close: 8:01 PM EDT

Fund Summary

The fund invests a majority of its assets in the common stocks of small- and medium-sized companies that are traded on national securities exchanges, the NASDAQ stock market and on the over-the-counter market. Up to 30% of the fund's net assets may be invested in foreign securities. It may invest in fixed-income securities, American Depositary Receipts (ADRs) and use derivative contracts and/or hybrid instruments to implement elements of its investment strategy.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 39.82%
Worst 1Y Total Return --
Number of Years Up 18
Number of Years Down 4

Performance & Risk

YTD Return 1.88%
5y Average Return 3.32%
Rank in Category (ytd) 53
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.95
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
KAUCXCategory AverageKAUCXCategory AverageKAUCXCategory Average
Alpha -13.11 0.01 -8.33 0.01 -3.46 -0.02
BETA 0.95 0.01 0.92 0.01 0.98 0.01
Mean Annual Return -0.09 0.02 0.53 0.02 0.8 0.01
R-squared 77.35 0.82 75.39 0.79 71.68 0.8
Standard Deviation 19.15 0.23 19.4 0.19 17.45 0.17
Sharpe Ratio -0.21 0.01 0.22 0.01 0.47 0.01
Treynor Ratio -6.14 0.18 2.59 0.17 7.11 0.12

Related Tickers