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Federated Hermes Kaufmann Small Cap B FKBSX

Quantitative rating as of
NAV / 1-Day Return
33.03  /  2.10 %
Total Assets
4.6 Bil
Adj. Expense Ratio
1.960%
Expense Ratio
1.990%
Distribution Fee Level
Above Average
Share Class Type
Category
Small Growth
Investment Style
Small Growth
Min. Initial Investment
1,500
Status
Limited
TTM Yield
0.00
Turnover
34%

Morningstar’s Analysis FKBSX

Will FKBSX outperform in future?

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

Summary

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Federated Hermes Kaufmann Small Cap B's Average People and Parent ratings limit this strategy to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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