Back to top
more

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

(NASDAQ Mutual Funds) As of Jun 16, 2026 04:57 PM ET

$49.46 USD

-0.78 (-1.55%)

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

2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of May 31, 2026

Total Return %* Percentile Rank Objective
YTD 11.12 73
3 months 8.91 33
6 months 9.61 80
1 Year 23.19 78
3 Year 13.79 75
5 Year 0.97 89
10 Year 13.13 12

* 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 May 31, 2026

1 Year 18.18
5 Year -2.04
10 Year 11.99
Since Inception 9.07

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -5.55 NA 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 11.1210.958.9114.51-31.402.5043.4833.487.3637.895.83
% Total Return Rel to Index -0.15-7.26-16.11-11.72-13.19-26.1725.081.9911.7516.09-6.10
% Total Return Rel to Peer -5.713.65-3.01-1.56-11.88-16.8024.488.0418.1322.29-10.11
% Perf Quintile vs Peer* 5.002.004.004.005.005.001.001.001.001.005.00
% Dividends 0.000.000.530.000.000.000.000.030.000.000.00
% Yield 0.000.000.000.000.000.000.000.060.000.000.00
Capital Gains ($) 0.009.092.530.070.004.920.080.082.072.090.19
Expense Ratio 0.001.321.330.331.341.341.311.311.321.801.91

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