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Federated Hermes Kaufmann Small Cap Fund C: (MF: FKCSX)
(NASDAQ Mutual Funds) As of Apr 18, 2024 08:00 PM ET
$36.69 USD
-0.28 (-0.76%)
Zacks MF Rank
3-Hold of 5 3
Fund Description
The fund was incepted in December 2002 and is managed by Federated Investment Management Company. The fund's investment objective is to provide capital appreciation. The fund invests primarily in the stocks of small companies that are traded on national security exchanges, NASDAQ stock market and on the over-the-counter market. Up to 25% of the fund's net assets may be invested in foreign securities. The fund's process for selecting investments is bottom-up and growth-oriented. The fund offers dividends and capital gains annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Federated Hermes Kaufmann SC C | FKCSX | NA | NA | 1.00 | 0.75 | 0.80 | 0.03 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Federated Kaufmann Sm Cap C | FKCSX | 36.69 | 12/18/2002 | 0.00 | 17.85 | -5.86 | 5.63 |
| Federated Kaufmann Sm Cap A | FKASX | 48.67 | 12/18/2002 | 0.00 | 18.59 | -5.26 | 6.30 |
| Federated Kaufmann Sm Cap K | FKKSX | 48.98 | 11/8/2005 | 0.00 | 18.65 | -5.25 | 6.33 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Federated Hermes Kaufmann SC C | FKCSX | 1500 | 100 | 250 | A |
Contact Information
| Family | Federated |
| Address | 1001 Liberty Ave. Pittsburgh, PA 15222 |
| Phone | 800 341-7400 |