FKASX Alternatives & Similar Mutual Funds

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 a closer substitute for your current allocation.

Cheapest Alternatives to FKASX

FKASX charges 1.36% annually. There are 136 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.

Symbol	Name	Expense Ratio	AUM	Inception
FECGX	Fidelity Small Cap Growth Index Fund	0.05%	—	Jul 2019	FKASX vs FECGX
VSGIX	Vanguard Small-Cap Growth Index Fund Institutional...	0.06%	45.50B	May 2000	FKASX vs VSGIX
VSGAX	Vanguard Small-Cap Growth Index Fund Admiral Share...	0.07%	45.50B	Sep 2011	FKASX vs VSGAX
VRTGX	Vanguard Russell 2000 Growth Index Fund Institutio...	0.08%	—	May 2011	FKASX vs VRTGX
VISGX	Vanguard Small Cap Growth Index Fund	0.19%	—	May 1998	FKASX vs VISGX

Best Risk-Adjusted Alternatives to FKASX

FKASX has a PortfoliosLab risk / return rank of 23. There are 121 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.

Symbol	Name	Risk / Return Rank	AUM	Inception
NESIX	Needham Small Cap Growth Fund Institutional	90	—	Dec 2016	FKASX vs NESIX
NESGX	Needham Small Cap Growth Fund	89	—	May 2002	FKASX vs NESGX
DMCRX	Driehaus Micro Cap Growth Fund	89	—	Nov 2013	FKASX vs DMCRX
DSCIX	Dana Epiphany ESG Small Cap Equity Fund	89	—	Nov 2015	FKASX vs DSCIX
NEAIX	Needham Aggressive Growth Fund Institutional Class	87	—	Dec 2016	FKASX vs NEAIX

Top Performing FKASX Alternatives (YTD)

FKASX is at 13.98% YTD. There are 123 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 69.74%.

Symbol	Name	YTD Return	AUM	Inception
NESIX	Needham Small Cap Growth Fund Institutional	69.74%	—	Dec 2016	FKASX vs NESIX
NESGX	Needham Small Cap Growth Fund	69.18%	—	May 2002	FKASX vs NESGX
NEAIX	Needham Aggressive Growth Fund Institutional Class	49.69%	—	Dec 2016	FKASX vs NEAIX
NEAGX	Needham Aggressive Growth Fund	49.38%	—	Sep 2001	FKASX vs NEAGX
OBMCX	Oberweis Micro Cap Fund	45.29%	—	Dec 1995	FKASX vs OBMCX

Lowest Volatility Alternatives to FKASX

FKASX has 21.73% 1-year volatility. There are 87 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.66%.

Symbol	Name	Volatility 1Y	AUM	Inception
EMCAX	Empiric 2500 Fund	14.66%	—	Nov 1995	FKASX vs EMCAX
CMCIX	Calvert Small/Mid-Cap Fund Class I	15.37%	—	Jul 2011	FKASX vs CMCIX
ETEGX	Eaton Vance Small-Cap Fund	16.30%	—	Jan 1997	FKASX vs ETEGX
NBGNX	Neuberger Berman Genesis Fund	16.36%	—	Sep 1988	FKASX vs NBGNX
ETMGX	Eaton Vance Tax-Managed Small-Cap Fund	16.36%	—	Sep 1997	FKASX vs ETMGX

Lowest Drawdown Alternatives to FKASX

FKASX has a 1-year max drawdown of -14.88%. There are 116 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
DSCIX	Dana Epiphany ESG Small Cap Equity Fund	-7.08%	—	Nov 2015	FKASX vs DSCIX
RYWCX	Rydex S&P SmallCap 600 Pure Growth Fund	-8.49%	—	Feb 2004	FKASX vs RYWCX
WMKSX	WesMark Small Company Fund	-8.50%	—	Dec 1993	FKASX vs WMKSX
EMCAX	Empiric 2500 Fund	-8.60%	—	Nov 1995	FKASX vs EMCAX
RFIMX	Ranger Micro Cap Fund	-9.11%	—	Jun 2018	FKASX vs RFIMX

Other Mutual Funds from Federated

The 10 most viewed Federated mutual funds shown here include SVAIX, QILGX, QAMNX and span 7 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SVAIX	Federated Hermes Strategic Value Dividend Fund	Large Cap Value Equities	84	12.44%	—	Mar 2005	FKASX vs SVAIX
QILGX	Federated Hermes MDT Large Cap Growth Fund	Large Cap Growth Equities	20	6.34%	—	Sep 2005	FKASX vs QILGX
QAMNX	Federated Hermes MDT Market Neutral A	Long-Short	14	1.36%	—	Sep 2008	FKASX vs QAMNX
KAUFX	Federated Hermes Kaufmann Fd	Mid Cap Growth Equities	15	11.21%	—	Feb 1986	FKASX vs KAUFX
QIACX	Federated Hermes MDT All Cap Core Fund	Large Cap Blend Equities	48	8.33%	—	Oct 2002	FKASX vs QIACX
FGSAX	Federated Hermes MDT Mid Cap Growth Fund	Mid Cap Growth Equities	4	0.77%	—	Aug 1984	FKASX vs FGSAX
FHYSX	Federated Hermes High-Yield Strategy Portfolio	High Yield Bonds	76	1.73%	—	Dec 2008	FKASX vs FHYSX
FHYTX	Federated Hermes Opportunistic High Yield Bond Fun...	High Yield Bonds	53	1.79%	—	Aug 1984	FKASX vs FHYTX
FIHBX	Federated Hermes Institutional High Yield Bond Fun...	High Yield Bonds	67	1.54%	—	Nov 2002	FKASX vs FIHBX
BEARX	Federated Hermes Prudent Bear Fd	Inverse Equities	0	-8.18%	—	Dec 1995	FKASX vs BEARX

Often Compared With FKASX

Investors most often compare FKASX with AGRFX, SVSPX, SCHG. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
AGRFX	AB Growth Fund	Large Cap Growth Equities	12	6.56%	—	Sep 1990	FKASX vs AGRFX
SVSPX	State Street S&P 500 Index Fund Class N	Large Cap Blend Equities	79	10.79%	—	Dec 1992	FKASX vs SVSPX
SCHG	Schwab U.S. Large-Cap Growth ETF	Large Cap Growth Equities	33	5.60%	60.56B	Dec 2009	FKASX vs SCHG
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	66	10.96%	2.30T	May 2001	FKASX vs VTI
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	86	20.66%	98.55B	Oct 2011	FKASX vs SCHD
FDSVX	Fidelity Growth Discovery Fund	Large Cap Growth Equities	28	11.98%	—	Mar 1998	FKASX vs FDSVX
FCPGX	Fidelity Small Cap Growth Fund	Small Cap Growth Equities	61	24.06%	—	Nov 2004	FKASX vs FCPGX
IWM	iShares Russell 2000 ETF	Small Cap Blend Equities	69	19.72%	83.34B	May 2000	FKASX vs IWM
SSCPX	Saratoga Small Capitalization Portfolio	Small Cap Growth Equities	53	23.80%	—	Sep 1994	FKASX vs SSCPX
KSOAX	Kinetics Small Capital Opportunities Advisor Fund ...	Small Cap Growth Equities	7	21.89%	—	Dec 2001	FKASX vs KSOAX
NCLEX	Nicholas Limited Edition Fund	Small Cap Growth Equities	1	-0.91%	—	May 1987	FKASX vs NCLEX
PXQSX	Virtus KAR Small-Cap Value Fund	Small Cap Growth Equities	4	6.95%	—	Jun 2006	FKASX vs PXQSX
VLEOX	Value Line Small Cap Opportunities Fund	Small Cap Growth Equities	20	9.89%	—	Jun 1993	FKASX vs VLEOX
HRSMX	Hood River Small-Cap Growth Fund	Small Cap Growth Equities	86	30.43%	—	Jan 2003	FKASX vs HRSMX
CTSIX	Calamos Timpani Small Cap Growth Fund	Small Cap Growth Equities	75	30.81%	—	Mar 2011	FKASX vs CTSIX
ISCAX	Federated Hermes International Small-Mid Company F...	Foreign Small & Mid Cap Equities	24	8.80%	—	Feb 1996	FKASX vs ISCAX
KSCOX	Kinetics Small Cap Opportunities Fund	Small Cap Growth Equities	7	22.04%	—	Mar 2000	FKASX vs KSCOX
PNSAX	Putnam Small Cap Growth Fund	Small Cap Growth Equities	32	20.77%	—	Dec 1997	FKASX vs PNSAX
JATTX	Janus Henderson Triton Fund Class T	Small Cap Growth Equities	44	16.78%	—	Feb 2005	FKASX vs JATTX
JANIX	Janus Henderson Triton Fund	Small Cap Growth Equities	45	16.87%	—	Feb 2005	FKASX vs JANIX

Compare FKASX with Any Fund or Stock

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

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Diversifiers

Pair FKASX with funds that move differently

Federated Hermes Kaufmann Small Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FKASX.

Explore FKASX Diversifiers

Federated Hermes Kaufmann Small Cap Fund (FKASX) Alternatives