KAUFX Alternatives & Similar Mutual Funds

Federated Hermes Kaufmann Fd (KAUFX) belongs to the Mid 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 KAUFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to KAUFX

KAUFX charges 1.96% annually. There are 161 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
SSMHX	State Street Small/Mid Cap Equity Index Portfolio	0.02%	—	Aug 2015	KAUFX vs SSMHX
MMGPX	Morgan Stanley Discovery Portfolio	0.04%	—	Apr 2017	KAUFX vs MMGPX
FMDGX	Fidelity Mid Cap Growth Index Fund	0.05%	—	Jul 2019	KAUFX vs FMDGX
VMGMX	Vanguard Mid-Cap Growth Index Fund Admiral Shares	0.07%	33.80B	Sep 2011	KAUFX vs VMGMX
VMFGX	Vanguard S&P Mid-Cap 400 Growth Index Fund Institu...	0.08%	—	Mar 2011	KAUFX vs VMFGX

Best Risk-Adjusted Alternatives to KAUFX

KAUFX has a PortfoliosLab risk / return rank of 17. There are 53 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 93.

Symbol	Name	Risk / Return Rank	AUM	Inception
NEEIX	Needham Growth Fund Institutional Class	93	—	Dec 2016	KAUFX vs NEEIX
NEEGX	Needham Growth Fund	93	—	Jan 1996	KAUFX vs NEEGX
VHCOX	Vanguard Capital Opportunity Fund Investor Shares	92	31.20B	Aug 1995	KAUFX vs VHCOX
TAAGX	Timothy Plan Aggressive Growth Fund	92	—	Oct 2000	KAUFX vs TAAGX
POAGX	PrimeCap Odyssey Aggressive Growth Fund	86	—	Nov 2004	KAUFX vs POAGX

Top Performing KAUFX Alternatives (YTD)

KAUFX is at 10.68% YTD. There are 65 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 65.52%.

Symbol	Name	YTD Return	AUM	Inception
NEEIX	Needham Growth Fund Institutional Class	65.52%	—	Dec 2016	KAUFX vs NEEIX
NEEGX	Needham Growth Fund	65.21%	—	Jan 1996	KAUFX vs NEEGX
TAAGX	Timothy Plan Aggressive Growth Fund	42.04%	—	Oct 2000	KAUFX vs TAAGX
CTIGX	Calamos Timpani SMID Growth Fund	30.42%	—	Jul 2019	KAUFX vs CTIGX
OEGYX	Invesco Discovery Mid Cap Growth Fund	28.52%	—	Nov 2000	KAUFX vs OEGYX

Lowest Volatility Alternatives to KAUFX

KAUFX has 17.74% 1-year volatility. There are 73 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 11.10%.

Symbol	Name	Volatility 1Y	AUM	Inception
VLEQX	Villere Equity Fund	11.10%	—	May 2013	KAUFX vs VLEQX
BBMIX	BBH Select Series - Mid Cap Fund	11.14%	—	May 2021	KAUFX vs BBMIX
BQMGX	Bright Rock Mid Cap Growth Fund	12.30%	—	May 2010	KAUFX vs BQMGX
VSNGX	JPMorgan Mid Cap Equity Fund	12.72%	—	Dec 1996	KAUFX vs VSNGX
RIPIX	Royce International Premier Fund Institutional Cla...	13.31%	—	—	KAUFX vs RIPIX

Lowest Drawdown Alternatives to KAUFX

KAUFX has a 1-year max drawdown of -14.83%. There are 99 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.81%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
MGOYX	Victory Munder Mid-Cap Core Growth Fund	-7.81%	—	Jun 1998	KAUFX vs MGOYX
VLEQX	Villere Equity Fund	-8.09%	—	May 2013	KAUFX vs VLEQX
VSNGX	JPMorgan Mid Cap Equity Fund	-8.24%	—	Dec 1996	KAUFX vs VSNGX
BBMIX	BBH Select Series - Mid Cap Fund	-8.89%	—	May 2021	KAUFX vs BBMIX
SECUX	Guggenheim StylePlus - Mid Growth Fund	-9.17%	—	Sep 1969	KAUFX vs SECUX

Other Mutual Funds from Federated

The 10 most viewed Federated mutual funds shown here include SVAIX, QILGX, QAMNX and span 8 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SVAIX	Federated Hermes Strategic Value Dividend Fund	Large Cap Value Equities	80	9.26%	—	Mar 2005	KAUFX vs SVAIX
QILGX	Federated Hermes MDT Large Cap Growth Fund	Large Cap Growth Equities	21	4.35%	—	Sep 2005	KAUFX vs QILGX
QAMNX	Federated Hermes MDT Market Neutral A	Long-Short	7	-1.17%	—	Sep 2008	KAUFX vs QAMNX
QIACX	Federated Hermes MDT All Cap Core Fund	Large Cap Blend Equities	46	5.68%	—	Oct 2002	KAUFX vs QIACX
FGSAX	Federated Hermes MDT Mid Cap Growth Fund	Mid Cap Growth Equities	4	0.10%	—	Aug 1984	KAUFX vs FGSAX
FHYSX	Federated Hermes High-Yield Strategy Portfolio	High Yield Bonds	67	1.19%	—	Dec 2008	KAUFX vs FHYSX
BEARX	Federated Hermes Prudent Bear Fd	Inverse Equities	0	-7.65%	—	Dec 1995	KAUFX vs BEARX
FIHBX	Federated Hermes Institutional High Yield Bond Fun...	High Yield Bonds	61	1.04%	—	Nov 2002	KAUFX vs FIHBX
FHYTX	Federated Hermes Opportunistic High Yield Bond Fun...	High Yield Bonds	52	1.34%	—	Aug 1984	KAUFX vs FHYTX
ISCAX	Federated Hermes International Small-Mid Company F...	Foreign Small & Mid Cap Equities	37	10.85%	—	Feb 1996	KAUFX vs ISCAX

Often Compared With KAUFX

Investors most often compare KAUFX with TWCUX, VOO, SPY. These 20 comparison targets span 15 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
TWCUX	American Century Ultra Fund	Large Cap Growth Equities	17	3.79%	26.59B	Nov 1981	KAUFX vs TWCUX
VOO	Vanguard S&P 500 ETF	S&P 500	59	8.19%	1.70T	Sep 2010	KAUFX vs VOO
SPY	State Street SPDR S&P 500 ETF	S&P 500	59	8.15%	765.27B	Jan 1993	KAUFX vs SPY
VGT	Vanguard Information Technology ETF	Technology Equities	58	23.32%	170.10B	Mar 2004	KAUFX vs VGT
SCHV	Schwab U.S. Large-Cap Value ETF	Large Cap Value Equities	83	16.92%	15.79B	Dec 2009	KAUFX vs SCHV
SWVXX	Schwab Prime Advantage Money Fund Investor Shares	Money Market	—	1.45%	247.78B	Apr 1992	KAUFX vs SWVXX
SCHG	Schwab U.S. Large-Cap Growth ETF	Large Cap Growth Equities	28	1.35%	59.17B	Dec 2009	KAUFX vs SCHG
VO	Vanguard Mid-Cap ETF	Mid Cap Blend Equities	43	10.36%	218.80B	Jan 2004	KAUFX vs VO
SWAGX	Schwab U.S. Aggregate Bond Index Fund	Total Bond Market	17	0.05%	8.29B	—	KAUFX vs SWAGX
VOE	Vanguard Mid-Cap Value ETF	Mid Cap Value Equities	65	11.74%	36.60B	Aug 2006	KAUFX vs VOE
FHUMX	Federated Hermes U.S. SMID Fund	Mid Cap Blend Equities	21	16.11%	—	Jul 2020	KAUFX vs FHUMX
FIGTX	Federated Hermes Short-Intermediate Government Fun...	Government Bonds	13	-0.61%	—	Feb 1983	KAUFX vs FIGTX
IHIAX	Federated Hermes Emerging Market Debt Fund	Emerging Markets Bonds	86	3.13%	—	Oct 1996	KAUFX vs IHIAX
QISGX	Federated Hermes MDT Small Cap Growth Fund	Small Cap Growth Equities	78	23.20%	—	Sep 2005	KAUFX vs QISGX
FKASX	Federated Hermes Kaufmann Small Cap Fund	Small Cap Growth Equities	29	15.85%	—	Dec 2002	KAUFX vs FKASX
ISHIX	Federated Hermes Corporate Bond Fund	Corporate Bonds	18	-0.07%	—	May 1987	KAUFX vs ISHIX
FFRSX	Federated Hermes Floating Rate Strat Inc Fund	Bank Loan	87	0.90%	—	Dec 2010	KAUFX vs FFRSX
XPTFX	Federated Hermes Project and Trade Finance Tender ...	Bank Loan	84	3.23%	—	Jan 2017	KAUFX vs XPTFX
FMBPX	Federated Hermes Mortgage Strategy Portfolio	Intermediate Core Bond	32	0.45%	—	Dec 2007	KAUFX vs FMBPX
IVFIX	Federated Hermes International Strategic Value Div...	Foreign Large Cap Equities	43	5.96%	—	Jun 2008	KAUFX vs IVFIX

Compare KAUFX with Any Fund or Stock

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

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Pair KAUFX with funds that move differently

Federated Hermes Kaufmann Fd alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to KAUFX.

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Federated Hermes Kaufmann Fd (KAUFX) Alternatives