KAUFX
Federated Hermes Kaufmann Fund Class R Shares
Mutual fund
$6.21+0.03 (+0.49%)Close Oct 2, 2026
Adjusted price
+10.21% total return, past year
Key statistics
- Net assets
- $5.01B
- Expense ratio
- 1.96%
- 52-week range
- $4.94$6.49
- From all-time high
- −23.62%
- Max drawdown
- −54.66%
- Volatility
- 20.08%
- Sharpe ratio
- 0.64
- Beta (5Y monthly)
- 0.96
- First close
- Apr 22, 1986
Returns
Total
- 1M
- +1.3%
- YTD
- +11.1%
- 1Y
- +10.2%
Per year
- 3Y
- +17.7%
- 5Y
- +2.7%
- 10Y
- +10.1%
- 20Y
- +8.8%
- Since 1986
- +11.5%
Fund facts
As of Jul 31, 2026- Holdings
- 149
- Top 10 holdings
- 27.1%
- Stocks
- 98.6%
- Derivatives
- 1.2%
Sectors
- Information Technology
- 25.8%
- Industrials
- 23.1%
- Health Care
- 18.7%
- Consumer Discretionary
- 8.9%
- Energy
- 3.9%
- Other
- 18.5%
Annual returns
1986 from Apr 22 · 2026 through Oct 2