About FKKSX
The Federated Hermes Kaufmann Small Cap Fund Class R Shares is a mutual fund that focuses on achieving capital appreciation by primarily investing in the common stocks of small-cap companies. These companies are typically traded on major U.S. exchanges such as the NYSE, NASDAQ, or over-the-counter markets. The fund is classified within the small growth category, targeting firms that demonstrate above-average earnings growth potential, often characterized by higher volatility and valuations compared to value stocks. At least 80% of its assets are customarily allocated to small-cap equities, though up to 30% may be invested in foreign securities, providing a modest level of geographic diversification. The portfolio is diversified across several sectors, with significant weightings in healthcare, technology, industrials, consumer cyclical, and financial services industries. The fund's management employs an active strategy, adapting sector allocations and holdings to evolving market opportunities within the small-cap segment. As a result, the fund plays a significant role for investors seeking exposure to early-stage and rapidly growing companies, contributing to the broader landscape of U.S. equity mutual funds aimed at long-term capital growth.
Fund Family Federated
Category Small Growth
Performance Rating Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol FKKSX
Share Class Class R Shares
Index Russell 2000 Growth TR
FKKSX had a total return of 6.24% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.94%.
