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Federated Hermes Kaufmann R (KAUFX)

5.48 +0.01 (+0.18%)
At close: 8:01 PM EDT
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DELL
  • Previous Close 5.47
  • YTD Return 8.94%
  • Expense Ratio 1.97%
  • Category Mid-Cap Growth
  • Last Cap Gain 27.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating --
  • Net Assets 5.09B
  • Beta (5Y Monthly) 0.95
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 57.00%
  • Last Dividend 0.03
  • Inception Date Apr 24, 2001

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.

Federated

Fund Family

Mid-Cap Growth

Fund Category

5.09B

Net Assets

2001-04-24

Inception Date

Performance Overview: KAUFX

Trailing returns as of 4/23/2024. Category is Mid-Cap Growth.

YTD Return

KAUFX
8.94%
Category
10.80%
 

1-Year Return

KAUFX
23.03%
Category
48.17%
 

3-Year Return

KAUFX
2.46%
Category
21.26%
 

5-Year Return

KAUFX
5.01%
Category
20.18%
 

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Holdings: KAUFX

Top 9 Holdings (21.99% of Total Assets)

SymbolCompany% Assets
ARGX.BR
argenx SE 4.89%
DXCM
DexCom, Inc. 2.85%
WING
Wingstop Inc. 2.42%
PVOXX
Money Market Obligations Trust - Federated Institutional Prime Value Obligations Fund 2.39%
CSGP
CoStar Group, Inc. 2.04%
PWR
Quanta Services, Inc. 1.94%
NFE
New Fortress Energy Inc. 1.84%
NOW
ServiceNow, Inc. 1.82%
DHR
Danaher Corporation 1.80%

Sector Weightings

SectorKAUFX
Healthcare   38.88%
Technology   13.54%
Industrials   11.29%
Real Estate   5.96%
Utilities   3.34%
Energy   1.04%

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