Federated Hermes Kaufmann Small Cap Fund Class C Shares (FKCSX)

Fund Assets	2.69B
Expense Ratio	2.049%
Min. Investment	$1,500
Turnover	38.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	Dec 8, 2025

Previous Close	34.47
YTD Return	1.78%
1-Year Return	4.34%
5-Year Return	-5.16%
52-Week Low	29.40
52-Week High	42.78
Beta (5Y)	1.11
Holdings	146
Inception Date	Dec 18, 2002

About FKCSX

Federated Hermes Kaufmann Small Cap Fund Class C Shares is a mutual fund focused on achieving capital appreciation by investing primarily in the common stocks of small-cap companies. These companies are typically traded on major U.S. securities exchanges and the NASDAQ, representing sectors with potential for above-average growth. The fund employs a selective approach, seeking reasonably valued small-cap stocks through detailed fundamental analysis and intensive research processes. Managed as an actively managed portfolio, the fund's holdings and sector allocations may shift based on the manager's assessment of market opportunities within the small-cap universe. This dynamic strategy allows the fund to adapt to market trends and potential growth sectors. The fund is part of the small growth category and is benchmarked against indices such as the Russell 2000 Growth Index, highlighting its emphasis on the growth-oriented segment of the small-cap market. Federated Hermes Kaufmann Small Cap Fund Class C Shares plays a significant role in the financial market by offering investors access to a diversified portfolio of emerging and innovative U.S. companies. It serves as an option for those seeking exposure to the long-term growth prospects associated with small-cap equities.

• Fund Family: Federated
• Category: Small Growth
• Performance Rating: Average
• Risk Rating: Average
• Stock Exchange: Nasdaq
• Ticker Symbol: FKCSX
• Share Class: Class C Shares
• Index: Russell 2000 Growth TR

Performance

FKCSX had a total return of 4.34% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.33%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
FECGX	Fidelity	Fidelity Small Cap Growth Index Fund	0.05%
FCIGX	Fidelity	Fidelity Advisor Small Cap Growth I	0.88%
FCPGX	Fidelity	Fidelity Small Cap Growth Fund	0.87%
FCTGX	Fidelity	Fidelity Advisor Small Cap Growth M	1.44%
FCCGX	Fidelity	Fidelity Advisor Small Cap Growth C	1.86%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
FKALX	Class R6 Shares	0.89%
FKAIX	Institutional Shares	0.90%
FKASX	Class A Shares	1.36%
FKKSX	Class R Shares	1.36%

Top 10 Holdings

27.58% of assets

Name	Symbol	Weight
Comfort Systems USA, Inc.	FIX	4.63%
argenx SE	ARGX	3.45%
ATI Inc.	ATI	2.86%
Guardant Health, Inc.	GH	2.80%
SiTime Corporation	SITM	2.63%
Camtek Ltd.	CAMT	2.38%
Astera Labs, Inc.	ALAB	2.35%
Federated Govt Oblg Pr Shares	n/a	2.17%
Viking Holdings Ltd	VIK	2.16%
Rhythm Pharmaceuticals, Inc.	RYTM	2.15%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 8, 2025	$9.09042	Dec 9, 2025
Dec 27, 2024	$0.3085	Dec 30, 2024
Dec 9, 2024	$2.52609	Dec 10, 2024
Dec 7, 2023	$0.06806	Dec 8, 2023
Dec 6, 2021	$4.92624	Dec 7, 2021
Dec 4, 2020	$0.07659	Dec 7, 2020

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Oct 16, 2026

Data Sources Report a data error