About KAUCX
Federated Hermes Kaufmann Fund Class C Shares is an actively managed mutual fund focused on pursuing capital appreciation by investing primarily in the common stocks of small- and mid-cap companies. The fund employs a rigorous, bottom-up investment approach, emphasizing companies that demonstrate positive growth characteristics at reasonable valuations. Its investment process includes intensive fundamental research, industry analysis, and regular engagement with company management. Managed by an experienced team, the fund targets firms listed on major U.S. exchanges and emphasizes diversification across sectors such as healthcare, technology, consumer cyclicals, and industrials. With a history spanning more than three decades, the fund has established a notable presence in the mid-cap growth category and uses the Russell Midcap® Growth Index as its benchmark. It holds a substantial number of positions, maintaining a portfolio of over 140 securities, and is characterized by an annual dividend distribution and a relatively high expense ratio typical of its share class. Federated Hermes Kaufmann Fund Class C Shares serves investors seeking exposure to growth-oriented, smaller companies as part of a diversified equity allocation in their broader investment portfolios.
Fund Family Federated
Category Mid-Cap Growth
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol KAUCX
Share Class Class C Shares
Index Russell MidCap Growth TR
KAUCX had a total return of 12.89% in the past year, including dividends.
Since the fund's inception, the average annual return has been 8.71%.
