Federated Hermes Kaufmann Small Cap R holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
Federated Hermes Kaufmann Small Cap Fund Class R Shares FKKSX
- NAV / 1-Day Return 49.58 / +0.24 %
- Total Assets 3.0B
-
Adj. Expense Ratio
1.360%
- Expense Ratio 1.320%
- Distribution Fee Level Average
- Share Class Type Retirement, Medium
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 250
- Status Open
- TTM Yield 0.00
- Turnover 38%
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 12:11 AM GMT+0
Morningstar’s Analysis FKKSX
Will FKKSX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the FKKSX 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 FKKSX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 24.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Comfort Systems USA Inc | 4.49 | 119M | Industrials |
argenx SE | 3.21 | 85M | Healthcare |
ATI Inc | 2.89 | 77M | Industrials |
Camtek Ltd | 2.79 | 74M | Technology |
Guardant Health Inc | 2.12 | 56M | Healthcare |
UL Solutions Inc Class A common stock | 2.12 | 56M | Industrials |
Rhythm Pharmaceuticals Inc | 1.93 | 51M | Healthcare |
Viking Holdings Ltd | 1.79 | 48M | Consumer Cyclical |
Applied Industrial Technologies Inc | 1.79 | 48M | Industrials |
XPO Inc | 1.63 | 43M | Industrials |
United States