Morningstar

Federated Hermes Kaufmann Fund Institutional Shares KAUIX

Medalist Rating as of Sep 30, 2026 See Federated Hermes Investment Hub

Strategy

The investment seeks to provide capital appreciation. The fund invests a majority of its assets in the common stocks of small- and medium-sized companies that are traded on national securities exchanges, the NASDAQ stock market and on the over-the-counter market. Up to 30% of the fund's net assets may be invested in foreign securities. It may invest in fixed-income securities, American Depositary Receipts (ADRs) and use derivative contracts and/or hybrid instruments to implement elements of its investment strategy.

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
KAUIX	Federated Hermes Kaufmann Fund Institutional Shares	Institutional	Open			Dec 29, 2016	$273.57M	1.460%	High	$1M	−$41.30M
KAUAX	Federated Hermes Kaufmann Fund Class A Shares	Front Load	Open			Apr 24, 2001	$982.62M	1.960%	High	$1,500	−$144.09M
KAUCX	Federated Hermes Kaufmann Fund Class C Shares	Level Load	Open			Apr 24, 2001	$26.48M	2.460%	High	$1,500	−$11.70M
KAUFX	Federated Hermes Kaufmann Fund Class R Shares	Retirement, Medium	Open			Feb 21, 1986	$3.36B	1.960%	High	—	−$377.43M

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