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Nasdaq - Delayed Quote USD
Federated Hermes Kaufmann Small Cap A (FKASX)
41.75
-0.07
(-0.17%)
At close: 8:08:47 AM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -11.34% |
| 5y Average Return | 6.32% |
| Number of Years Up | 19 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Mar 31, 2025) | 43.41% |
| Worst 1Y Total Return (Mar 31, 2025) | -- |
| Best 3Y Total Return | 43.41% |
| Worst 3Y Total Return | -6.98% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
FKASX
Category
- YTD
- -2.10%
- 12.40%
- 1-Month
- -6.63%
- 3.37%
- 3-Month
- -9.41%
- 4.88%
- 1-Year
- 1.19%
- 55.69%
- 3-Year
- 0.21%
- 19.34%
- 5-Year
- 4.70%
- 20.72%
- 10-Year
- 9.77%
- 13.98%
- Last Bull Market
- 16.07%
- 27.85%
- Last Bear Market
- -20.49%
- -24.06%
Annual Total Return (%) History
Year
FKASX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 7.64% | -3.66% | 6.25% | -1.19% |
| 2023 | 3.90% | 6.84% | -6.94% | 10.81% |
| 2022 | -16.00% | -20.49% | -2.66% | 5.51% |
| 2021 | 1.88% | 7.44% | -1.62% | -4.82% |
| 2020 | -17.98% | 32.46% | 6.81% | 23.58% |
| 2019 | 22.65% | 5.30% | -6.49% | 10.93% |
| 2018 | 7.65% | 8.26% | 9.20% | -16.02% |
| 2017 | 10.35% | 6.91% | 7.82% | 8.40% |
| 2016 | -11.16% | 7.68% | 12.15% | -1.42% |
| 2015 | 9.50% | 6.03% | -13.41% | 4.43% |
| 2014 | 3.05% | -0.41% | -2.94% | 6.07% |
| 2013 | 10.44% | 1.00% | 13.91% | 10.46% |
| 2012 | 26.05% | -6.46% | 6.38% | -3.32% |
| 2011 | 2.60% | 2.12% | -26.86% | 11.99% |
| 2010 | 8.04% | -9.72% | 19.63% | 12.79% |
| 2009 | -10.23% | 26.68% | 17.20% | 2.47% |
| 2008 | -16.31% | -2.59% | -10.90% | -22.50% |
| 2007 | 4.20% | 6.72% | -1.96% | 1.05% |
| 2006 | 11.89% | -4.18% | -2.78% | 8.85% |
| 2005 | -4.53% | 4.80% | 4.24% | 5.33% |
| 2004 | 6.63% | 2.74% | -5.59% | 19.04% |
| 2003 | -2.51% | 39.07% | 17.20% | 14.30% |
Rank in Category (By Total Return)
| YTD | 29 |
| 1-Month | 42 |
| 3-Month | 33 |
| 1-Year | 82 |
| 3-Year | 75 |
| 5-Year | 93 |
Load Adjusted Returns
| 1-Year | -4.37% |
| 3-Year | -1.66% |
| 5-Year | 3.52% |
| 10-Year | 9.15% |
Performance & Risk
| YTD Return | -11.34% |
| 5y Average Return | 6.32% |
| Rank in Category (ytd) | 29 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.08 |
| Morningstar Risk Rating |
Fund Overview
| Category | Small Growth |
| Fund Family | Federated |
| Net Assets | 3.45B |
| YTD Return | -2.10% |
| Yield | 1.08% |
| Morningstar Rating | |
| Inception Date | Nov 08, 2005 |
Fund Summary
The fund invests primarily in the common stocks of small companies that are traded on national security exchanges, the NASDAQ stock market and on the over-the-counter market. It will normally invest at least 80% of its net assets (which include the amount of any borrowing for investment purposes) in small companies and will notify shareholders at least 60 days in advance of any change in its investment policies that would permit the fund to normally invest less than 80% of its net assets in investments in small companies.
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