KAUAX Mutual Fund

KAUAX Mutual Fund (Federated Hermes Kaufmann Fund Class A) is managed by Federated Hermes with $1.05B in net assets. KAUAX expense ratio is 1.96%, holding 154 positions across sectors including Industrials, Information Technology, Health Care. 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 9.74%, paid annually.

KAUAX top holdings include Quanta Services Inc (5.9%), GE Vernova Inc. CDR (CAD Hedged) (4.0%), Comfort Systems USA Inc. (3.2%), Federated Hermes Government Obligations Fund (3.0%), Argenx Se (2.9%). 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.