KAUIX Mutual Fund
KAUIX Mutual Fund
Federated Hermes Kaufmann Fund Institutional Class
KAUIX Mutual Fund Overview
KAUIX Mutual Fund (Federated Hermes Kaufmann Fund Institutional Class) is managed by Federated Hermes with $283.7M in net assets. KAUIX expense ratio is 1.46%, holding 148 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 2016-12-29.
KAUIX performance shows a YTD return of 15.72%. The 1-year return is 18.74% and the 5-year return is 7.90%. KAUIX dividend yield stands at 8.74%, paid annually.
KAUIX top holdings include Quanta (3.8%), Argenx Se (Brussels Stock Exchange) (3.2%), GE Vernova Inc. CDR (CAD Hedged) (2.6%), General Electric Co. (2.5%), Guardant Health Inccommon Stock (2.2%). View all KAUIX holdings, sector breakdown, or dividend history.
KAUIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. KAUIX alternatives are available via the screener, along with tax-loss harvesting opportunities.