Morningstar

Federated Hermes Kaufmann Small Cap Fund Class R Shares FKKSX

Medalist Rating as of Aug 31, 2026 See Federated Hermes Investment Hub

Strategy

The investment seeks to provide capital appreciation. The fund invests primarily in the common stocks of small companies that are traded on national security exchanges, the NASDAQ stock market and on the over-the-counter market. It will normally invest at least 80% of its net assets (which include the amount of any borrowing for investment purposes) in small companies and will notify shareholders at least 60 days in advance of any change in its investment policies that would permit the fund to normally invest less than 80% of its net assets in investments in small companies.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
FKAIX	Federated Hermes Kaufmann Small Cap Fund Institutional Shares	Institutional	Open			Dec 30, 2015	$1.51B	0.900%	Average	$1M	−$529.07M
FKASX	Federated Hermes Kaufmann Small Cap Fund Class A Shares	Front Load	Open			Dec 18, 2002	$606.76M	1.360%	High	$1,500	−$93.39M
FKCSX	Federated Hermes Kaufmann Small Cap Fund Class C Shares	Level Load	Open			Dec 18, 2002	$96.08M	2.020%	Above Average	$1,500	−$47.62M
FKALX	Federated Hermes Kaufmann Small Cap Fund Class R6 Shares	Retirement, Large	Open			Sep 1, 2017	$371.40M	0.890%	Above Average	$0	−$173.37M
FKKSX	Federated Hermes Kaufmann Small Cap Fund Class R Shares	Retirement, Medium	Open			Nov 8, 2005	$104.27M	1.360%	Average	$250	−$18.93M

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