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Federated Hermes Kaufmann Fund A Shares: (MF: KAUAX)
(NASDAQ Mutual Funds) As of May 3, 2024 08:00 PM ET
$5.59 USD
+0.05 (0.90%)
Zacks MF Rank
2-Buy of 5 2
Fund Description
The fund was incepted in February 1986 and is managed by Federated Investment Management Company. The fund's investment objective is capital appreciation. The fund invests primarily in the stocks of small and medium-sized companies that are traded on national security exchanges, the NASDAQ stock market and on the over-the-counter market. Up to 25% of the fund's net assets may be invested in foreign securities. The fund offers dividends and capital gains annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Federated Hermes Kaufmann A | KAUAX | 5.50 | NA | 0.00 | 0.25 | 1.28 | 0.01 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Federated Kaufmann K | KAUFX | 5.67 | 2/28/1986 | 0.00 | 23.04 | -2.48 | 5.00 |
| Federated Kaufmann A | KAUAX | 5.59 | 2/21/1986 | 0.00 | 23.35 | -2.43 | 5.00 |
| Federated Kaufmann C | KAUCX | 4.01 | 4/24/2001 | 0.00 | 22.47 | -2.92 | 4.50 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Federated Hermes Kaufmann A | KAUAX | 1500 | 100 | 250 | A |
Contact Information
| Family | Federated |
| Address | 1001 Liberty Ave. Pittsburgh, PA 15222 |
| Phone | 800 341-7400 |