Federated Hermes Kaufmann Small Cap R's Average People and Parent ratings limit this strategy to a Morningstar Medalist 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 second-costliest quintile among peers.
- NAV / 1-Day Return 43.40 / 1.97 %
- Total Assets 4.3 Bil
-
Adj. Expense Ratio
1.340%
- Expense Ratio 1.360%
- Distribution Fee Level Below Average
- Share Class Type Retirement, Medium
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.00
- Turnover 19%
Morningstar’s Analysis FKKSX
Will FKKSX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 171
- Bond Holdings 1
- Other Holdings 19
- % Assets in Top 10 Holdings 18.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
Federated Hermes Inst Prime Val Obl IS
6.05
260,644,145
Cash and Equivalents