KAUAX Mutual Fund

KAUAX Mutual Fund (Federated Hermes Kaufmann Fund Class A) is managed by Federated Hermes with $1.11B in net assets. KAUAX expense ratio is 1.96%, holding 148 positions across sectors including Information Technology, Health Care, Industrials. Inception date: 2001-04-24.

KAUAX performance shows a YTD return of 8.62%. The 1-year return is 9.27% and the 5-year return is 2.16%. KAUAX dividend yield stands at 10.00%, paid annually.

KAUAX top holdings include Quanta (3.8%), Argenx Se (3.2%), GE Vernova Inc. CDR (CAD Hedged) (2.6%), General Electric Co. (2.5%), Guardant Health Inc (2.2%). Go to all KAUAX holdings, KAUAX sectors, or KAUAX dividends.

KAUAX can be compared against other funds. Use KAUAX overlap to find shared positions, or KAUAX vs another fund for a side-by-side view. KAUAX alternatives are available via the screener, along with tax-loss harvesting opportunities.