KAUFX Mutual Fund

KAUFX Mutual Fund (Federated Hermes Kaufmann Fund Class R) is managed by Federated Hermes with $3.77B in net assets. KAUFX expense ratio is 1.96%, holding 148 positions across sectors including Information Technology, Health Care, Industrials. Inception date: 1986-02-21.

KAUFX performance shows a YTD return of 8.59%. The 1-year return is 9.42% and the 5-year return is 2.15%. KAUFX dividend yield stands at 9.97%, paid annually.

KAUFX 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 KAUFX holdings, KAUFX sectors, or KAUFX dividends.

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