FKAIX Mutual Fund
FKAIX Mutual Fund
FKAIX Mutual Fund
Federated Hermes Kaufmann Small Cap Fund Institutional Class
FKAIX Mutual Fund Overview
FKAIX Mutual Fund (Federated Hermes Kaufmann Small Cap Fund Institutional Class) is managed by Federated Hermes with $1.60B in net assets. FKAIX expense ratio is 0.90%, holding 161 positions across sectors including Industrials, Information Technology, Health Care. Inception date: 2015-12-30.
FKAIX performance shows a YTD return of 10.43%. The 1-year return is 15.19% and the 5-year return is 0.42%. FKAIX dividend yield stands at 17.60%, paid annually.
FKAIX top holdings include Comfort Systems USA Inc. (4.6%), Argenx Se (3.5%), Ati Inc (2.9%), Guardant Health, Inc (2.8%), Sitime Corp (2.6%). Go to all FKAIX holdings, FKAIX sectors, or FKAIX dividends.
FKAIX can be compared against other funds. Use FKAIX overlap to find shared positions, or FKAIX vs another fund for a side-by-side view. FKAIX alternatives are available via the screener, along with tax-loss harvesting opportunities.