FKAIX Mutual Fund
FKAIX Mutual Fund
Federated Hermes Kaufmann Small Cap Fund Institutional Class

FKAIX Mutual Fund Overview
FKAIX Mutual Fund (Federated Hermes Kaufmann Small Cap Fund Institutional Class) is managed by Federated Hermes with $1.70B in net assets. FKAIX expense ratio is 0.90%, holding 162 positions across sectors including Unknown, Industrials, Information Technology. Inception date: 2015-12-30.
FKAIX performance shows a YTD return of 10.02%. The 1-year return is 28.38% and the 5-year return is 4.27%. FKAIX dividend yield stands at 16.48%, paid annually.
FKAIX top holdings include Comfort Systems U.s.a., Inc. (3.8%), Argenx Se (3.4%), Federated Government Obligations Fund (3.3%), Camtek Ltd. (2.4%), Guardant Health, Inc (2.3%). View all FKAIX holdings, sector breakdown, or dividend history.
FKAIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FKAIX alternatives are available via the screener, along with tax-loss harvesting opportunities.