Federated Hermes Kaufmann Small Cap Fund (FKASX) Alternatives

Federated Hermes Kaufmann Small Cap Fund (FKASX) belongs to the Small Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FKASX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.

Cheapest Alternatives to FKASX

FKASX charges 1.36% annually. Among mutual funds in the Small Cap Growth Equities category, these options have the lowest expense ratios among FKASX alternatives.

Symbol	Name	Expense Ratio	Inception
FECGX	Fidelity Small Cap Growth Index Fund	0.05%	Jul 11, 2019	FKASX vs FECGX
VSGIX	Vanguard Small-Cap Growth Index Fund Institutional...	0.06%	May 24, 2000	FKASX vs VSGIX
VSGAX	Vanguard Small-Cap Growth Index Fund Admiral Share...	0.07%	Sep 27, 2011	FKASX vs VSGAX
VRTGX	Vanguard Russell 2000 Growth Index Fund Institutio...	0.08%	May 25, 2011	FKASX vs VRTGX
VISGX	Vanguard Small Cap Growth Index Fund	0.19%	May 21, 1998	FKASX vs VISGX

Best Risk-Adjusted Alternatives to FKASX

Among mutual funds in the Small Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.

Symbol	Name	Risk / Return Rank	Inception
NEAIX	Needham Aggressive Growth Fund Institutional Class	91	Dec 30, 2016	FKASX vs NEAIX
NEAGX	Needham Aggressive Growth Fund	90	Sep 4, 2001	FKASX vs NEAGX
DMCRX	Driehaus Micro Cap Growth Fund	86	Nov 18, 2013	FKASX vs DMCRX
OBMCX	Oberweis Micro Cap Fund	86	Dec 29, 1995	FKASX vs OBMCX
HRSMX	Hood River Small-Cap Growth Fund	83	Jan 2, 2003	FKASX vs HRSMX

Top Performing FKASX Alternatives (YTD)

FKASX alternatives from the Small Cap Growth Equities category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
KSCOX	Kinetics Small Cap Opportunities Fund	29.72%	Mar 20, 2000	FKASX vs KSCOX
KSOAX	Kinetics Small Capital Opportunities Advisor Fund ...	29.65%	Dec 31, 2001	FKASX vs KSOAX
NESIX	Needham Small Cap Growth Fund Institutional	9.63%	Dec 30, 2016	FKASX vs NESIX
NESGX	Needham Small Cap Growth Fund	9.51%	May 22, 2002	FKASX vs NESGX
OBMCX	Oberweis Micro Cap Fund	8.96%	Dec 29, 1995	FKASX vs OBMCX

Lowest Volatility Alternatives to FKASX

FKASX alternatives from the Small Cap Growth Equities category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
EMCAX	Empiric 2500 Fund	17.35%	Nov 6, 1995	FKASX vs EMCAX
CMCIX	Calvert Small/Mid-Cap Fund Class I	19.19%	Jul 29, 2011	FKASX vs CMCIX
VLEOX	Value Line Small Cap Opportunities Fund	19.58%	Jun 23, 1993	FKASX vs VLEOX
PXQSX	Virtus KAR Small-Cap Value Fund	19.65%	Jun 28, 2006	FKASX vs PXQSX
ETEGX	Eaton Vance Small-Cap Fund	19.66%	Jan 2, 1997	FKASX vs ETEGX

Lowest Drawdown Alternatives to FKASX

FKASX alternatives from the Small Cap Growth Equities category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
EMCAX	Empiric 2500 Fund	-10.15%	Nov 6, 1995	FKASX vs EMCAX
VLEOX	Value Line Small Cap Opportunities Fund	-10.86%	Jun 23, 1993	FKASX vs VLEOX
RFIMX	Ranger Micro Cap Fund	-11.77%	Jun 6, 2018	FKASX vs RFIMX
SSCPX	Saratoga Small Capitalization Portfolio	-11.83%	Sep 1, 1994	FKASX vs SSCPX
CTSIX	Calamos Timpani Small Cap Growth Fund	-12.38%	Mar 23, 2011	FKASX vs CTSIX

Other Mutual Funds from Federated

Most popular Federated mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
QILGX	Federated Hermes MDT Large Cap Growth Fund	Large Cap Growth Equities	24	-12.41%	Sep 15, 2005	FKASX vs QILGX
SVAIX	Federated Hermes Strategic Value Dividend Fund	Large Cap Value Equities	77	8.28%	Mar 30, 2005	FKASX vs SVAIX
QAMNX	Federated Hermes MDT Market Neutral A	Long-Short	72	1.41%	Sep 30, 2008	FKASX vs QAMNX
KAUFX	Federated Hermes Kaufmann Fd	Mid Cap Growth Equities	13	-12.10%	Feb 21, 1986	FKASX vs KAUFX
QIACX	Federated Hermes MDT All Cap Core Fund	Large Cap Blend Equities	42	-7.69%	Oct 1, 2002	FKASX vs QIACX
FGSAX	Federated Hermes MDT Mid Cap Growth Fund	Mid Cap Growth Equities	12	-9.53%	Aug 23, 1984	FKASX vs FGSAX
FHYTX	Federated Hermes Opportunistic High Yield Bond Fun...	High Yield Bonds	76	-2.24%	Aug 23, 1984	FKASX vs FHYTX
FIHBX	Federated Hermes Institutional High Yield Bond Fun...	High Yield Bonds	86	-1.88%	Nov 1, 2002	FKASX vs FIHBX
ISCAX	Federated Hermes International Small-Mid Company F...	Foreign Small & Mid Cap Equities	75	-3.05%	Feb 27, 1996	FKASX vs ISCAX
BEARX	Federated Hermes Prudent Bear Fd	Inverse Equities, Leveraged	2	8.44%	Dec 27, 1995	FKASX vs BEARX

Often Compared With FKASX

What investors most often compare with FKASX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
SVSPX	State Street S&P 500 Index Fund Class N	Large Cap Blend Equities	30	-7.09%	Dec 30, 1992	FKASX vs SVSPX
AGRFX	AB Growth Fund	Large Cap Growth Equities	12	-12.87%	Sep 4, 1990	FKASX vs AGRFX
SCHG	Schwab U.S. Large-Cap Growth ETF	Large Cap Growth Equities	46	-10.59%	Dec 11, 2009	FKASX vs SCHG
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	65	-4.01%	Jun 27, 2016	FKASX vs VTI
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	52	12.79%	Oct 20, 2011	FKASX vs SCHD
FDSVX	Fidelity Growth Discovery Fund	Large Cap Growth Equities	29	-9.28%	Mar 31, 1998	FKASX vs FDSVX
FCPGX	Fidelity Small Cap Growth Fund	Small Cap Growth Equities	36	-5.49%	Nov 3, 2004	FKASX vs FCPGX
IWM	iShares Russell 2000 ETF	Small Cap Blend Equities	69	0.93%	May 22, 2000	FKASX vs IWM
NCLEX	Nicholas Limited Edition Fund	Small Cap Growth Equities	0	-14.46%	May 18, 1987	FKASX vs NCLEX
PNSAX	Putnam Small Cap Growth Fund	Small Cap Growth Equities	29	-5.03%	Dec 31, 1997	FKASX vs PNSAX

Compare FKASX with Any Fund or Stock

Compare FKASX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Federated Hermes Kaufmann Small Cap Fund

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