Federated Hermes Kaufmann Fund

Federated Hermes Equity Funds · 4 share classes

Actively managed U.S. equity fund
One fund, 4 share classes:KAUAXKAUCXKAUFXKAUIX
$4.66B NAV
153 positions · as of 2026-04-30 · filed 2026-06-23

Fund classification

Classified from what the fund holds · as of 2026 Q2

Federated Hermes Kaufmann Fund is an actively managed U.S. equity fund.

Asset class
Equity
Region
United States
Management
Actively managed
Fund type
Open-end fund

Fund profile

As filed in the prospectus · 2025 Q4

The Funds investment objective is to provide capital appreciation.

Strategy · summarised

The fund pursues capital appreciation by selecting small- and medium-sized companies through a bottom-up, growth-oriented process, with up to 30% of assets allocated to foreign securities. The fund may use derivatives and hybrid instruments to adjust portfolio exposure or hedge risk. Concentration in a particular country or group of countries may increase exposure to the risks of those markets.

Expenses
1.46% 2.46%across 4 share classes
Share classGrossNet
KAUAX1.96%1.96%
KAUCX2.46%2.46%
KAUFX2.21%1.96%
KAUIX1.46%1.46%

Net is what a holder pays after the adviser's contractual waiver; gross is before it. A waiver can expire.

Portfolio turnover 28.00% · as of 2025 Q4

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

100.05%
of net assets
Stocks95.72%
Cash & short-term2.98%
Derivatives1.35%

Derivatives are shown at market value, not notional exposure.

Sector allocation

The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2

100%
of net assets
Industrials26.9%
Health Care16.8%
Information Technology16.7%
International15.0%
9 smaller24.7%

Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 16 new10 exited

Largest new: JFrog Ltd, MDLN, LITE, TRGP, SEAGATE TECHNOLOGY HOLDINGS PLC, FABRINET, CLS, ADVANTEST CORP

Largest exited: BSX, MSFT, BLUE OWL CAPITAL, Elastic NV, META, DHI, EXP, CyberArk Software Ltd

Return profile

Chart:

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

Share class1-year3-year5-yearVolWorst fall
+13.81%+43.48%+5.83%14.21%-14.97%
+13.04%+41.39%+3.01%14.10%-14.95%
+13.75%+43.59%+5.76%14.17%-14.92%
+14.40%+45.69%+8.48%14.40%-14.75%
Cumulative return· May 2023 – Apr 2026

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
QUANTA SERVICES INCPWR5.92%$276.19M
GE VERNOVA INCGEV4.03%$187.87M
COMFORT SYSTEMS USA INCFIX3.20%$149.06M
FEDERATED HERMES MONEY MARKET OBLIGATIONS TRUST2.98%$138.77M
Argenx SE2.90%$135.39M
GE AEROSPACEGE2.37%$110.61M
AMAZON.COM INCAMZN1.93%$90.12M
TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LTDTSM1.89%$88.32M
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORPWAB1.77%$82.56M
KLA CORPKLAC1.73%$80.52M
Showing 10 of 153Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-04-30 — not a live quote, and not what the fund paid.

Top 10 positions are 28.73% of net assets, top 25 49.26%, across 153 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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