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Federated Hermes Kaufmann Fund A Shares (KAUAX)

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4.9300-0.0600 (-1.20%)
At close: 08:01PM EST

Federated Hermes Kaufmann Fund A Shares

Federated Equity Funds

5800 Corporate Drive

Pittsburgh, PA 15222-3779

Management information
Hans M. Utsch,Lead manager since 20 February 1986
Senior Vice President, Senior Portfolio Manager, Head of Kaufmann Growth Equity Team. Responsible for portfolio management and research in global growth equity area. Previous associations: Chairman & Co-Portfolio Manager, Edgemont Asset Management Corp, adviser to The Kaufmann Fund; President, Hans Utsch & Company; Analyst, Goodbody & Co. B.A., Amherst College; M.B.A., Columbia University. Joined Federated 2001; joined Kaufmann Fund 1986; Investment Experience: 56 Years.
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. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryMid-Cap Growth
Fund familyFederated
Net assets6.51B
YTD return-15.72%
Morningstar rating★★★
Inception date23 Apr 2001

Fund operations

Last dividend0.00
Last cap gain0.00
Holdings turnover34.00%
Average for categoryN/A

Fees and expenses

ExpenseKAUAXCategory average
Annual report expense ratio (net)1.96%1.09%
Prospectus net expense ratio1.96%N/A
Prospectus gross expense ratio2.00%N/A
Max 12b1 fee0.25%N/A
Max front end sales load5.50%5.36%
Max deferred sales loadN/A1.27%
3-yr expense projection1,143N/A
5-yr expense projection1,568N/A
10-yr expense projection2,749N/A