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Federated Hermes Kaufmann Small Cap Fund Institutional Shares (FKAIX)

US Funds

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44.96 +0.36 +0.81%

28/04 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.7B

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FKAIX Holdings

Comprehensive information about top holdings and Key Holding Information for the Federated Kaufmann Small Cap Instl (FKAIX) fund. Our Federated Kaufmann Small Cap Instl portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %
Shares	98.30	98.30
Preferred	0.38	0.38
Other	1.32	1.32

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	30.01	22.45
Price to Book	4.22	3.20
Price to Sales	3.01	2.19
Price to Cash Flow	13.26	12.53
Dividend Yield	0.74	0.64
5 Years Earnings Growth	12.80	14.34

Sector Allocation

Name	Net %	Category Average
Healthcare	26.36	20.27
Technology	21.61	24.04
Industrials	18.18	20.26
Consumer Cyclical	14.88	11.34
Financial Services	6.97	9.89
Real Estate	5.45	2.98
Communication Services	1.60	2.19
Consumer Defensive	1.33	4.44
Energy	1.30	3.72
Utilities	1.26	1.39
Basic Materials	1.06	3.31

Region Allocation

Equities

North America
Europe Developed
Asia
Australasia

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 143

Number of short holdings: 2

Name	ISIN	Weight %	Last	Change %
Argen-X	NL0010832176	5.99	552.60	+2.18%
Comfort Systems	US1999081045	3.48	397.54	+0.80%
Ares Management	US03990B1017	2.74	152.79	-0.38%
Wingstop Inc	US9741551033	2.57	230.51	+2.60%
Hamilton Lane	US4074971064	2.25	154.51	+2.60%
Applied Industrial Technologies	US03820C1053	1.59	242.37	+1.67%
Rubrik	US7811541090	1.58	70.7400	+1.40%
Ideaya Biosciences	US45166A1025	1.58	19.70	-0.25%
Duolingo Inc	-	1.55	-	-
CAVA Group	US1489291021	1.52	91.91	-1.34%

Top Equity Funds by Federated

Name	Total Assets	YTD%	3Y%	10Y%
Federated Strategic Value Dividend	4.93B	7.42	6.86	7.79
Federated Kaufmann R	3.2B	-8.84	0.31	7.20
Federated Strategic Value DividendA	1.56B	7.23	6.58	7.51
Federated MDT Small Cap Core Instl	934.18M	-9.62	1.28	8.36
Federated Kaufmann A	978.1M	-8.88	0.25	7.20

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Federated Kaufman.	44.96	+0.36	+0.81%
	Deutsche Invest I.	188.030	-0.020	-0.01%