KAUIX Mutual Fund

KAUIX Mutual Fund (Federated Hermes Kaufmann Fund Institutional Class) is managed by Federated Hermes with $303.5M in net assets. KAUIX expense ratio is 1.46%, holding 148 positions across sectors including Information Technology, Health Care, Industrials. Inception date: 2016-12-29.

KAUIX performance shows a YTD return of 8.86%. The 1-year return is 9.82% and the 5-year return is 2.65%. KAUIX dividend yield stands at 9.29%, paid annually.

KAUIX 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 KAUIX holdings, KAUIX sectors, or KAUIX dividends.

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