Morningstar

Federated Hermes Kaufmann Small Cap Fund Institutional Shares FKAIX

Morningstar Medalist Rating
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Medalist Rating as of See Federated Hermes Investment Hub
  • NAV / 1-Day Return $49.98  /  +1.44 %
  • Fund Size $2.7B
  • Adjusted Expense Ratio 0.900%
  • Net Expense Ratio 0.890%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Small Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 38%
NAV and 1-Day Return as of

Morningstar’s Analysis FKAIX

Will FKAIX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FKAIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FKAIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FKAIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Federated Hermes Kaufmann Small Cap IS holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings FKAIX

More FKAIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
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ATI Inc

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Industrials

Guardant Health Inc

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Healthcare

SiTime Corp Ordinary Shares

2.63 83M
Technology

Camtek Ltd

2.38 75M
Technology

Astera Labs Inc

2.35 74M
Technology

Federated Govt Oblg Pr Shares

2.17 68M
—

Viking Holdings Ltd

2.16 68M
Consumer Cyclical

Rhythm Pharmaceuticals Inc

2.15 68M
Healthcare

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