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 $1.34B in net assets. FKAIX expense ratio is 0.90%, holding 149 positions across sectors including Industrials, Health Care, Information Technology. Inception date: 2015-12-30.
FKAIX performance shows a YTD return of 3.87%. The 1-year return is 4.05% and the 5-year return is -1.78%.
FKAIX top holdings include Comfort Systems USA Inc. (4.2%), Argenx Se Common Stock EUR (3.5%), Guardant Health, Inc (3.3%), Ati Inc (3.0%), Forte Biosciences Inc (2.2%). 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.