Nasdaq - Delayed Quote USD

Federated Hermes Kaufmann Small Cap B (FKBSX)

36.60 +0.51 (+1.40%)
As of February 3 at 8:01 PM EST. Market Open.

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.

Federated Hermes Kaufmann Small Cap B

Pittsburgh, PA 15222-3779
5800 Corporate Drive

Fund Overview

Category Small Growth
Fund Family Federated
Net Assets 3.66B
YTD Return 11.31%
Yield 0.00%
Morningstar Rating
Inception Date Nov 08, 2005

Fund Operations

Last Dividend --
Last Cap Gain 19.00
Holdings Turnover 19.00%
Average for Category --

Fees & Expenses

Expense FKBSX Category Average
Annual Report Expense Ratio (net) 1.36% 1.21%
Prospectus Net Expense Ratio 1.36% --
Prospectus Gross Expense Ratio 1.68% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.40%
Max Deferred Sales Load -- 1.27%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Thomas M. Brakel, Lead Manager since July 01, 2012
Vice President, Senior Portfolio Manager. Responsible for portfolio management and fundamental analysis in the global growth equity area. Previous associations: Vice President/Senior Biotech Analyst New Vernon Associates; Biotech Analyst, BioPharma Fund; Biotech/Pharmaceutical Analyst, Mehta Partners. M.D., Erasmus University Rotterdam, The Netherlands; M.B.A., Stanford University. Joined Federated Hermes 2003

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Related Tickers