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 14. There are 63 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 86.

Symbol	Name	Risk / Return Rank	AUM	Inception
VHCOX	Vanguard Capital Opportunity Fund Investor Shares	86	31.20B	Aug 1995	KAUFX vs VHCOX
NEEGX	Needham Growth Fund	78	—	Jan 1996	KAUFX vs NEEGX
TAAGX	Timothy Plan Aggressive Growth Fund	78	—	Oct 2000	KAUFX vs TAAGX
POAGX	PrimeCap Odyssey Aggressive Growth Fund	77	—	Nov 2004	KAUFX vs POAGX
NEEIX	Needham Growth Fund Institutional Class	76	—	Dec 2016	KAUFX vs NEEIX

Top Performing KAUFX Alternatives (YTD)

KAUFX is at 9.96% YTD. There are 59 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 44.89%.

Symbol	Name	YTD Return	AUM	Inception
NEEIX	Needham Growth Fund Institutional Class	44.89%	—	Dec 2016	KAUFX vs NEEIX
NEEGX	Needham Growth Fund	44.58%	—	Jan 1996	KAUFX vs NEEGX
LSHAX	Kinetics Spin-Off and Corporate Restructuring Fund	37.54%	—	May 2007	KAUFX vs LSHAX
TAAGX	Timothy Plan Aggressive Growth Fund	28.73%	—	Oct 2000	KAUFX vs TAAGX
WWNPX	Kinetics Paradigm Fund	25.77%	—	Dec 1999	KAUFX vs WWNPX

Lowest Volatility Alternatives to KAUFX

KAUFX has 18.34% 1-year volatility. There are 83 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 10.68%.

Symbol	Name	Volatility 1Y	AUM	Inception
BBMIX	BBH Select Series - Mid Cap Fund	10.68%	—	May 2021	KAUFX vs BBMIX
BQMGX	Bright Rock Mid Cap Growth Fund	12.31%	—	May 2010	KAUFX vs BQMGX
VSNGX	JPMorgan Mid Cap Equity Fund	12.69%	—	Dec 1996	KAUFX vs VSNGX
VLIFX	Value Line Mid Cap Focused Fund	13.49%	—	Mar 1950	KAUFX vs VLIFX
SGFFX	Sparrow Growth Fund	13.52%	—	Oct 1998	KAUFX vs SGFFX

Lowest Drawdown Alternatives to KAUFX

KAUFX has a 1-year max drawdown of -14.83%. There are 98 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
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
TAAGX	Timothy Plan Aggressive Growth Fund	-9.37%	—	Oct 2000	KAUFX vs TAAGX

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	90	12.92%	—	Mar 2005	KAUFX vs SVAIX
QILGX	Federated Hermes MDT Large Cap Growth Fund	Large Cap Growth Equities	19	5.76%	—	Sep 2005	KAUFX vs QILGX
QAMNX	Federated Hermes MDT Market Neutral A	Long-Short	13	1.69%	—	Sep 2008	KAUFX vs QAMNX
QIACX	Federated Hermes MDT All Cap Core Fund	Large Cap Blend Equities	47	8.55%	—	Oct 2002	KAUFX vs QIACX
FGSAX	Federated Hermes MDT Mid Cap Growth Fund	Mid Cap Growth Equities	3	-0.21%	—	Aug 1984	KAUFX vs FGSAX
FHYSX	Federated Hermes High-Yield Strategy Portfolio	High Yield Bonds	75	1.56%	—	Dec 2008	KAUFX vs FHYSX
FHYTX	Federated Hermes Opportunistic High Yield Bond Fun...	High Yield Bonds	55	1.79%	—	Aug 1984	KAUFX vs FHYTX
BEARX	Federated Hermes Prudent Bear Fd	Inverse Equities	0	-8.18%	—	Dec 1995	KAUFX vs BEARX
FIHBX	Federated Hermes Institutional High Yield Bond Fun...	High Yield Bonds	66	1.43%	—	Nov 2002	KAUFX vs FIHBX
ISCAX	Federated Hermes International Small-Mid Company F...	Foreign Small & Mid Cap Equities	26	8.72%	—	Feb 1996	KAUFX vs ISCAX

Often Compared With KAUFX

Investors most often compare KAUFX with TWCUX, VOO, SPY. These 20 comparison targets span 17 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	5.81%	26.59B	Nov 1981	KAUFX vs TWCUX
VOO	Vanguard S&P 500 ETF	S&P 500	66	10.72%	1.70T	Sep 2010	KAUFX vs VOO
SPY	State Street SPDR S&P 500 ETF	S&P 500	65	10.67%	783.21B	Jan 1993	KAUFX vs SPY
VGT	Vanguard Information Technology ETF	Technology Equities	50	21.52%	170.10B	Mar 2004	KAUFX vs VGT
SCHV	Schwab U.S. Large-Cap Value ETF	Large Cap Value Equities	85	15.88%	15.78B	Dec 2009	KAUFX vs SCHV
SWVXX	Schwab Prime Advantage Money Fund Investor Shares	Money Market	—	1.74%	247.96B	Apr 1992	KAUFX vs SWVXX
SCHG	Schwab U.S. Large-Cap Growth ETF	Large Cap Growth Equities	32	6.40%	60.56B	Dec 2009	KAUFX vs SCHG
VO	Vanguard Mid-Cap ETF	Mid Cap Blend Equities	47	11.87%	218.80B	Jan 2004	KAUFX vs VO
SWAGX	Schwab U.S. Aggregate Bond Index Fund	Total Bond Market	26	0.06%	8.31B	—	KAUFX vs SWAGX
VOE	Vanguard Mid-Cap Value ETF	Mid Cap Value Equities	86	15.84%	36.60B	Aug 2006	KAUFX vs VOE
FIGTX	Federated Hermes Short-Intermediate Government Fun...	Government Bonds	16	-0.31%	—	Feb 1983	KAUFX vs FIGTX
FHUMX	Federated Hermes U.S. SMID Fund	Mid Cap Blend Equities	14	11.92%	—	Jul 2020	KAUFX vs FHUMX
IHIAX	Federated Hermes Emerging Market Debt Fund	Emerging Markets Bonds	86	3.14%	—	Oct 1996	KAUFX vs IHIAX
FKASX	Federated Hermes Kaufmann Small Cap Fund	Small Cap Growth Equities	21	12.30%	—	Dec 2002	KAUFX vs FKASX
FFRSX	Federated Hermes Floating Rate Strat Inc Fund	Bank Loan	89	1.23%	—	Dec 2010	KAUFX vs FFRSX
QISGX	Federated Hermes MDT Small Cap Growth Fund	Small Cap Growth Equities	71	21.12%	—	Sep 2005	KAUFX vs QISGX
RIPIX	Royce International Premier Fund Institutional Cla...	Mid Cap Growth Equities, Foreign Small & Mid Cap Equities	1	0.56%	—	—	KAUFX vs RIPIX
FMBPX	Federated Hermes Mortgage Strategy Portfolio	Intermediate Core Bond	38	0.49%	—	Dec 2007	KAUFX vs FMBPX
QISCX	Federated Hermes MDT Small Cap Core Fund	Small Cap Blend Equities	58	19.05%	—	Sep 2005	KAUFX vs QISCX
ISHIX	Federated Hermes Corporate Bond Fund	Corporate Bonds	17	-0.44%	—	May 1987	KAUFX vs ISHIX

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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Diversifiers

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