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Federated Hermes Kaufmann Small Cap Fund C: (MF: FKCSX)

(NASDAQ Mutual Funds) As of Apr 17, 2026 05:18 PM ET

$34.80 USD

+0.90 (2.65%)

Zacks MF Rank

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Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Mar 31, 2026

Total Return %* Percentile Rank Objective
YTD -5.69 93
3 months -5.69 93
6 months -4.19 90
1 Year 17.40 56
3 Year 7.24 82
5 Year -2.68 94
10 Year 11.27 16

* Annual for three years and beyond.

Zacks Premium Research for FKCSX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Buy 2
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Portfolio Statistics

% Unrealized Gain 35.56
% Yield 0.00
% SEC Yield NA
Net Assets (Mil $) 3/31/2026 105.43
% Turnover 3/31/2026 38.00

Risk

3 Year 5 Year 10 Year
Beta 1.25 1.09 1.09
Alpha -11.81 -13.32 -2.85
R Squared 0.73 0.71 0.69
Std. Dev. 17.54 19.66 19.70
Sharpe 0.23 -0.21 3.00

Sector / Country Weightings

As of 3/31/2026 % of Portfolio
Health 22.87
Technology 22.82
Finance 13.98
Industrial Cyclical 11.96
Non-Durable 8.41
Services 7.61
Retail Trade 4.71
Other 3.80
Consumer Durables 2.15
Utilities 1.22
Energy 0.47

Portfolio Holdings

Top Equity Holdings
(As of 1/31/2026)		 % of Portfolio Value (Mil$)
FEDERATED HERMES GOVMT OB 9.67 287.09
COMFORT SYSTEMS USA 3.76 111.70
ARGENX SE ADR 3.38 100.24
CAMTEK LTD 2.42 71.87
GUARDANT HEALTH INC 2.34 69.56
ATI INC 2.14 63.59
RHYTHM PHARMACEUTICALS IN 2.04 60.69
MONGODB INC 1.88 55.70
APPLIED INDUSTRIAL TECH I 1.86 55.15

Stock Holding % of Net Assets

As Of 1/31/2026
Total Issues 139
Avg. P/E 29.24
Avg. P/Book 2.45
Avg. EPS Growth 5.14
Avg. Market Value (Mil $) 17,380

Composition

% of Portfolio
Stocks 95.51
Foreign Stocks 12.57
Cash 0.00
Bonds 0.00
Foreign Bonds 0.00
Preferred 0.59
Convertible 0.00
Other 3.90
Foreign Hedged 0.00

Style Analysis

% of Portfolio
Large Growth 10.76
Large Value 0.00
Small Growth 33.18
Small Value 0.00
Foreign Stock 0.73
Emerging Market 3.52
Precious Metal 0.00
Intermediate Bond 18.92
Foreign Bond 0.00
High Yield Bond 17.53