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Federated Hermes Kaufmann B (KAUBX)

3.5500 -0.0400 (-1.11%)
As of February 3 at 8:01 PM EST. Market Open.

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.

Federated Hermes Kaufmann B

Pittsburgh, PA 15222-3779
5800 Corporate Drive

Fund Overview

Category Mid-Cap Growth
Fund Family Federated
Net Assets 4.28B
YTD Return 5.65%
Yield 0.00%
Morningstar Rating
Inception Date Apr 24, 2001

Fund Operations

Last Dividend 0.00
Last Cap Gain 29.00
Holdings Turnover 25.00%
Average for Category --

Fees & Expenses

Expense KAUBX Category Average
Annual Report Expense Ratio (net) 1.96% 1.09%
Prospectus Net Expense Ratio 1.96% --
Prospectus Gross Expense Ratio 1.99% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.36%
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

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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.

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