Back to top
more

Federated Hermes Kaufmann Small Cap Fund Class R: (MF: FKKSX)

(NASDAQ Mutual Funds) As of Aug 25, 2026 04:53 PM ET

$50.64 USD

+0.40 (0.80%)

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

4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jul 31, 2026

Total Return %* Percentile Rank Objective
YTD 10.65 85
3 months 4.82 54
6 months 11.73 51
1 Year 14.70 85
3 Year 9.65 80
5 Year -0.02 90
10 Year 12.19 14

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -56.24
Bull Market (2/09 - 3/21) 1,056.78

Load Adjusted Returns as of Jul 31, 2026

1 Year 27.83
5 Year 1.32
10 Year 13.88
Since Inception 10.24

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -5.55 27.21 NA NA
2025 -11.32 17.62 4.54 1.76
2024 7.65 -3.63 6.23 -1.17
2023 3.90 6.87 -6.94 10.82
2022 -16.00 -20.48 -2.64 5.50
2021 1.92 7.43 -1.60 -4.85

Annual Return

20262025202420232022202120202019201820172016
% Total Return 10.6410.958.9114.51-31.402.5043.4833.487.3637.895.83
% Total Return Rel to Index 9.94-7.26-16.11-11.72-13.19-26.1725.081.9911.7516.09-6.10
% Total Return Rel to Peer -0.823.65-3.01-1.56-11.88-16.8024.488.0418.1322.29-10.11
% Perf Quintile vs Peer* 3.002.004.004.005.005.001.001.001.001.005.00
% Dividends 0.000.000.530.000.000.000.000.030.000.000.00
% Yield 0.000.001.040.000.000.000.000.060.000.000.00
Capital Gains ($) 0.009.092.530.070.004.920.080.082.072.090.19
Expense Ratio 1.351.321.330.331.341.341.311.311.321.801.91

* 1 = Top 20%, 5 = Bottom 20%