Federated Hermes Kaufmann Small Cap Fund (FKKSX) Research

This fund primarily allocates its capital to common shares issued by smaller enterprises. These companies' securities are actively traded on major national stock exchanges, the NASDAQ market, and through over-the-counter transactions. Typically, a minimum of 80% of the fund's total net assets—encompassing any capital borrowed for investment purposes—will be dedicated to small-cap firms. Shareholders will receive at least 60 days' advance notification if the fund's investment strategy is modified to allow for regularly investing less than 80% of its net assets in small companies.

Market snapshot

Symbol
FKKSX
Price
$50.72
Day change
+2.24%
Market cap
$3.0B
52-week range
39.4-54.4
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Franklin Mutual Beacon Fund (BEGRX)
  • Fidelity Advisor Health Care Fund (FHCIX)
  • Janus Henderson Contrarian Fund (JCNCX)
  • Janus Henderson Small Cap Value Fund (JSCOX)
  • Janus Henderson Venture Fund (JVTAX)
  • Janus Henderson Venture Fund (JVTIX)
  • Lord Abbett High Yield Fund (LHYVX)
  • MFS Conservative Allocation Fund (MACFX)

Open Federated Hermes Kaufmann Small Cap Fund (FKKSX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.