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Federated Hermes Kaufmann Fund A Shares: (MF: KAUAX)

(NASDAQ Mutual Funds) As of Mar 31, 2026 05:30 PM ET

$5.14 USD

+0.22 (4.47%)

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

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD -0.18 43
3 months -2.21 54
6 months -0.78 76
1 Year 12.48 52
3 Year 13.96 76
5 Year 0.94 85
10 Year 11.24 79

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 162.98
Bear Market (10/07 - 2/09) -51.03
Bull Market (2/09 - 3/21) 613.17

Load Adjusted Returns as of Feb 28, 2026

1 Year 5.64
5 Year 0.15
10 Year 8.92
Since Inception 11.26

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -8.87 19.68 3.15 -0.93
2024 8.95 -0.69 7.39 0.05
2023 1.50 5.92 -4.59 12.02
2022 -15.71 -18.82 -1.75 3.78
2021 -3.76 8.24 -0.53 -1.23

Annual Return

20262025202420232022202120202019201820172016
% Total Return -0.1811.4516.2414.91-30.242.3428.5232.414.0827.763.15
% Total Return Rel to Index -2.88-6.76-8.77-11.33-12.03-26.3410.120.928.475.96-8.78
% Total Return Rel to Peer -1.63-0.54-5.76-11.21-5.37-12.492.737.208.498.52-0.35
% Perf Quintile vs Peer* 4.004.000.005.003.005.003.003.001.003.003.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.000.600.620.100.000.650.500.700.800.660.52
Expense Ratio 0.001.951.950.011.951.921.941.951.951.951.95

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