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Federated Hermes Kaufmann Small Cap Fund A: (MF: FKASX)

(NASDAQ Mutual Funds) As of Aug 8, 2024 08:00 PM ET

$47.16 USD

+1.54 (3.38%)

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 Jun 30, 2024

Total Return %* Percentile Rank Objective
YTD 3.69 36
3 months -3.65 58
6 months 3.69 36
1 Year 6.94 79
3 Year -8.64 91
5 Year 4.43 92
10 Year 10.44 6

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -56.25
Bull Market (2/09 - 3/21) 788.78

Load Adjusted Returns as of Jun 30, 2024

1 Year 1.36
5 Year 3.31
10 Year 9.85
Since Inception 12.22

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 7.63 -3.65 NA NA
2023 3.90 6.84 -6.94 10.81
2022 -15.99 -20.48 -2.65 5.50
2021 1.88 7.44 -1.61 -4.83
2020 -17.98 32.46 6.81 23.58
2019 22.16 5.30 -6.49 10.94

Annual Return

20242023202220212020201920182017201620152014
% Total Return 3.6914.48-31.402.4843.4133.447.2937.875.764.975.65
% Total Return Rel to Index -11.60-11.76-13.19-26.1925.011.9511.6816.07-6.173.58-7.99
% Total Return Rel to Peer 0.47-1.59-11.88-16.8224.428.0118.0722.27-10.189.702.97
% Perf Quintile vs Peer* 0.004.005.005.001.001.001.001.005.001.002.00
% Dividends 0.000.000.000.000.000.010.000.000.000.000.00
% Yield 0.000.000.000.000.000.030.000.000.000.000.00
Capital Gains ($) 0.000.070.004.920.080.082.072.090.192.035.26
Expense Ratio 0.000.151.351.351.351.361.351.851.950.121.95

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