Federated Hermes Kaufmann Fund Class A Shares (KAUAX)
NASDAQ · Mutual Fund
· Delayed Price · Currency is USD
6.03
-0.02 (-0.33%)
Jul 7, 2025, 4:00 PM EDT
Fund Assets
4.85B
Expense Ratio
1.96%
Min. Investment
$1,500
Turnover
34.00%
Dividend (ttm)
0.62
Dividend Yield
9.69%
Dividend Growth
522.45%
Payout Frequency
n/a
Ex-Dividend Date
Dec 9, 2024
Previous Close
6.05
YTD Return
9.24%
1-Year Return
17.18%
5-Year Return
18.24%
52-Week Low
4.54
52-Week High
6.55
Beta (5Y)
n/a
Holdings
149
Inception Date
Apr 23, 2001
About KAUAX
Federated Hermes Kaufmann Fund, Class A, is an actively managed mutual fund focused on achieving capital appreciation through investments in primarily small- and mid-cap growth companies. The fund strategically targets firms that are beyond the early venture stage, emphasizing those with established profitability and notable growth prospects. Its selection process is intensive and research-driven, involving direct engagement with company management, on-site visits, and thorough industry analysis to identify stocks that are reasonably priced and exhibit strong growth characteristics. Managed by an experienced team of portfolio managers, analysts, and industry specialists, the fund maintains a diversified portfolio—typically holding over 140 securities across sectors, with a significant portion allocated to industries such as healthcare, consumer cyclicals, technology, and industrials. Since its inception, the Federated Hermes Kaufmann Fund has played a notable role in the mid-cap growth segment, serving investors seeking exposure to dynamic companies with robust long-term growth potential. The fund is also recognized for its long performance history and its competitive standing within the mid-cap growth category.
Fund FamilyFederated
CategoryMid-Cap Growth
Stock ExchangeNASDAQ
Ticker SymbolKAUAX
Share ClassClass A Shares
IndexRussell MidCap Growth TR
Performance
KAUAX had a total return of 17.18% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.83%.
Chart
Bar chart with 6 bars.
The chart has 1 X axis displaying categories.
The chart has 1 Y axis displaying values. Data ranges from 2.726 to 17.178.
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Equivalent Funds
These are funds that follow the same index from the other major fund companies.
