Federated Hermes Kaufmann Small Cap Fund
FKKSX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 4000 Ericsson Drive Warrendale PA United States of America 15086-7561
- IPO Date
- Nov 1, 2005
- CIK
- 0000745968
- Website
- federatedhermes.com
- Similar Companies
- Business
- Federated Hermes Kaufmann Small Cap Fund (FKKSX) is an open-end mutual fund that seeks capital appreciation by investing primarily in common stocks of small-cap companies traded on national securities exchanges, the NASDAQ stock market, and over-the-counter markets; it may also allocate up to 30% of assets to foreign securities, fixed-income instruments, American Depositary Receipts, and derivative contracts such as options, swaps, and futures to implement its growth-oriented, bottom-up investment strategy. The fund emphasizes sectors including healthcare, technology, and industrials, with top holdings such as argenx SE, Comfort Systems USA Inc., and Rhythm Pharmaceuticals Inc., alongside approximately 85% U.S. stocks and 10% non-U.S. stocks; it offers multiple share classes including Institutional (FKAIX), Class A (FKASX), and Class R (FKKSX) with varying expense ratios around 1.36% and no front-end or deferred loads. Managed by a team led by Hans Utsch since December 2002, with additional portfolio managers including John Ettinger, Barbara Miller, Thomas Brakel, Stephen DeNichilo, Steven Abrahamson, and Aditi Singhania, the fund targets growth-style small-cap opportunities and is available to U.S. investors through platforms serving corporations, institutions, and individuals, with total net assets of approximately $3.32 billion. Launched on November 8, 2005, and domiciled in the United States, the fund operates under Federated Hermes, Inc., an investment manager founded in 1955 and headquartered in Pittsburgh, Pennsylvania. Geographically, its portfolio focuses predominantly on U.S. companies (about 84%), with exposure to Eurozone, emerging Asia, Canada, and Europe ex-Euro regions. The fund is part of Federated Hermes Equity Funds and emphasizes small-cap growth in the Morningstar Small Growth category. In recent developments, the Board of Trustees approved the replacement of sub-adviser Federated Equity Management Company of Pennsylvania (FEMCOPA) with Federated Global Investment Management Corp. for the Kaufmann Small Cap Fund and related funds, as detailed in a supplement to the December 31, 2023, summary prospectus. On December 2, 2025, Federated Hermes, Inc. announced executive leadership changes in its global investment and distribution divisions, including recommendations for Paul Uhlman to succeed John Fisher on certain fund boards and as president of specific trusts, effective May 14, 2026 pending board approval. The fund continues to highlight capacity management risks, with potential soft-closes to new investors recommended by the adviser to protect shareholder interests amid small-cap liquidity constraints.