| Browse All

Federated Hermes Kaufmann R (KAUFX)

Nasdaq
5.92 USD +0.01 (0.169%) ⇧ (May 29, 2026, 6:53 p.m. EDT)

Short-term:★★⯪☆☆Long-term:★★★⯪☆Dividends:★★⯪☆☆
Hot Take | May 25, 2026, 12:41 a.m. EDT

The long-term outlook is solid, driven by a remarkable nine-year cumulative gain of over 140% and a consistent track record of eight out of nine years of positive annual returns. The business has successfully navigated volatility, including a significant drop in 2022, to end the period on a strong upward note. However, the short-term momentum is currently flat; the price is hovering near its 50-day average, and the statistical forecast model indicates a negligible downward drift over the next 45 days, suggesting no immediate catalyst for a breakout. Regarding income, the yield is modest and inconsistent; while recent payments were substantial, there is a notable gap in the payment schedule compared to the other years, indicating a lack of reliability that prevents a higher rating.

Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
AutoETS ✓0.033264
AutoARIMA0.033279
MSTL0.033759
AutoTheta0.035603

Forecast horizon: 45 days | Selected: AutoETS

Forecast Reliability
Score 80%
H-stat 0.23
Ljung-Box p 0.000
Jarque-Bera p 0.409
Excess Kurtosis -0.62

Dividend Data

Yield Summary
Last Yield 1yr Yield 3yr Avg 5yr Avg
10.50% 10.50% 8.19% 7.42%
Dividend History
Date Dividend Yield %
2025-12-08 0.605 10.503472
2024-12-09 0.620 11.638704
2023-12-07 0.100 2.434990
2021-12-06 0.655 12.501033
2020-12-04 0.500 9.050573
2019-12-05 0.705 15.750938
2018-12-06 0.798 24.526138
2017-12-05 0.659 23.015859
2016-12-05 0.516 22.046072
2015-12-03 0.861 37.984391
2014-12-29 0.962 44.853640
2013-12-27 0.882 45.492690
2012-12-05 0.420 31.295063
2011-12-05 0.095 7.853230
2010-12-29 0.034 2.495198
2009-12-29 0.009 0.775168
2007-11-14 0.628 41.598619
2006-11-14 0.737 59.597996
2005-11-14 0.331 30.867655
2004-11-15 0.294 30.971004
2003-12-17 0.044 5.187876
2001-11-16 0.357 50.679098
2000-11-09 2.230 305.232614
1999-11-12 0.986 186.837823
1998-11-20 0.667 143.855771
1997-11-07 0.205 40.067028
1996-11-07 0.263 58.990600
1995-11-03 0.095 25.974943
1993-11-12 0.035 14.543323
1991-11-05 0.085 51.077056
1987-12-22 0.010 20.943052
Additional Data
lastDividendValue 0.0336
dividendRate 0.0336
dividendYield 0.0

Info Dump

Attribute Value
Address1 Pittsburgh, PA 15222-3779
Address2 5,800 Corporate Drive
Address3 Federated Hermes Equity Funds
All Time High 8.13
All Time Low 0.64
Annual Holdings Turnover 0.28
Annual Report Expense Ratio 0.0196
Average Daily Volume10 Day 0
Average Daily Volume3 Month 0
Average Volume 0
Average Volume10Days 0
Beta3 Year 1.09
Crypto Tradeable 0
Currency USD
Custom Price Alert Confidence NONE
Dividend Rate 0.0336
Dividend Yield 0.0
Esg Populated 0
Exchange NAS
Exchange Data Delayed By 0
Exchange Timezone Name America/New_York
Exchange Timezone Short Name EDT
Fifty Day Average 5.5014
Fifty Day Average Change 0.41860008
Fifty Day Average Change Percent 0.07608974
Fifty Two Week Change Percent 2.782607
Fifty Two Week High 6.38
Fifty Two Week High Change -0.46000004
Fifty Two Week High Change Percent -0.07210032
Fifty Two Week Low 4.94
Fifty Two Week Low Change 0.98
Fifty Two Week Low Change Percent 0.19838057
Fifty Two Week Range 4.94 - 6.38
First Trade Date Milliseconds 509,380,200,000
Full Exchange Name Nasdaq
Fund Inception Date 988,070,400
Gmt Off Set Milliseconds -14,400,000
Has Pre Post Market Data 0
Language en-US
Last Cap Gain 56.0
Last Dividend Value 0.0336
Long Business Summary The fund invests a majority of its assets in the common stocks of small- and medium-sized companies that are traded on national securities exchanges, the NASDAQ stock market and on the over-the-counter market. Up to 30% of the fund's net assets may be invested in foreign securities. It may invest in fixed-income securities, American Depositary Receipts (ADRs) and use derivative contracts and/or hybrid instruments to implement elements of its investment strategy.
Long Name Federated Hermes Kaufmann R
Market us_market
Market State POST
Max Age 86,400
Message Board Id finmb_628492
Morning Star Overall Rating 3
Morning Star Risk Rating 2
Net Assets 4,662,541,300.0
Net Expense Ratio 1.96
Previous Close 5.91
Price Hint 2
Quote Source Name Delayed Quote
Quote Type MUTUALFUND
Region US
Regular Market Change 0.01
Regular Market Change Percent 0.16920474
Regular Market Previous Close 5.91
Regular Market Price 5.92
Regular Market Time 1,780,095,181
Short Name Federated Hermes Kaufmann Fund
Source Interval 15
Symbol KAUFX
Total Assets 4,662,541,312
Tradeable 0
Trailing Peg Ratio None
Trailing Three Month Returns 1.45455
Triggerable 0
Two Hundred Day Average 5.81895
Two Hundred Day Average Change 0.1010499
Two Hundred Day Average Change Percent 0.017365659
Type Disp Fund
Yield 0.0
Ytd Return -0.17889