KAUAX - Federated Hermes Kaufmann Fund A Shares

Nasdaq - Nasdaq Delayed Price. Currency in USD

Federated Hermes Kaufmann Fund A Shares

Pittsburgh, PA 15222-3779

5800 Corporate Drive

Federated Hermes Equity Funds

Management information
Thomas M. Brakel,Lead manager since 30 June 2012
Vice President, Senior Portfolio Manager. Responsible for portfolio management and fundamental analysis in the global growth equity area. Previous associations: Vice President/Senior Biotech Analyst New Vernon Associates; Biotech Analyst, BioPharma Fund; Biotech/Pharmaceutical Analyst, Mehta Partners. M.D., Erasmus University Rotterdam, The Netherlands; M.B.A., Stanford University. Joined Federated Hermes 2003
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 assets4.84B
YTD return2.36%
Morningstar rating★★
Inception date23 Apr 2001

Fund operations

Last dividend0.03
Last cap gain29.00
Holdings turnover25.00%
Average for categoryN/A

Fees and expenses

ExpenseKAUAXCategory average
Annual report expense ratio (net)2.51%1.09%
Prospectus net expense ratio2.51%N/A
Prospectus gross expense ratio2.54%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.27%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A