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 162 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
FSMAX	Fidelity Extended Market Index Fund	0.04%	—	—	KAUFX vs FSMAX
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%	32.20B	Sep 2011	KAUFX vs VMGMX

Best Risk-Adjusted Alternatives to KAUFX

KAUFX has a PortfoliosLab risk / return rank of 10. There are 77 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
NEEGX	Needham Growth Fund	93	—	Jan 1996	KAUFX vs NEEGX
NEEIX	Needham Growth Fund Institutional Class	93	—	Dec 2016	KAUFX vs NEEIX
VHCOX	Vanguard Capital Opportunity Fund Investor Shares	91	27.60B	Aug 1995	KAUFX vs VHCOX
TAAGX	Timothy Plan Aggressive Growth Fund	90	—	Oct 2000	KAUFX vs TAAGX
POAGX	PrimeCap Odyssey Aggressive Growth Fund	83	—	Nov 2004	KAUFX vs POAGX

Top Performing KAUFX Alternatives (YTD)

KAUFX is at 5.87% YTD. There are 95 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 59.61%.

Symbol	Name	YTD Return	AUM	Inception
NEEIX	Needham Growth Fund Institutional Class	59.61%	—	Dec 2016	KAUFX vs NEEIX
NEEGX	Needham Growth Fund	59.35%	—	Jan 1996	KAUFX vs NEEGX
TAAGX	Timothy Plan Aggressive Growth Fund	36.54%	—	Oct 2000	KAUFX vs TAAGX
EEOFX	Essex Environmental Opportunities Fund	31.64%	—	Sep 2017	KAUFX vs EEOFX
CTIGX	Calamos Timpani SMID Growth Fund	29.85%	—	Jul 2019	KAUFX vs CTIGX

Lowest Volatility Alternatives to KAUFX

KAUFX has 16.71% 1-year volatility. There are 63 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 11.30%.

Symbol	Name	Volatility 1Y	AUM	Inception
VLEQX	Villere Equity Fund	11.30%	—	May 2013	KAUFX vs VLEQX
BBMIX	BBH Select Series - Mid Cap Fund	11.62%	—	May 2021	KAUFX vs BBMIX
BQMGX	Bright Rock Mid Cap Growth Fund	12.19%	—	May 2010	KAUFX vs BQMGX
VSNGX	JPMorgan Mid Cap Equity Fund	12.38%	—	Dec 1996	KAUFX vs VSNGX
SGFFX	Sparrow Growth Fund	12.94%	—	Oct 1998	KAUFX vs SGFFX

Lowest Drawdown Alternatives to KAUFX

KAUFX has a 1-year max drawdown of -14.83%. There are 101 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	70	8.76%	—	Mar 2005	KAUFX vs SVAIX
QILGX	Federated Hermes MDT Large Cap Growth Fund	Large Cap Growth Equities	32	9.41%	—	Sep 2005	KAUFX vs QILGX
QAMNX	Federated Hermes MDT Market Neutral A	Long-Short	6	-0.14%	—	Sep 2008	KAUFX vs QAMNX
QIACX	Federated Hermes MDT All Cap Core Fund	Large Cap Blend Equities	56	7.80%	—	Oct 2002	KAUFX vs QIACX
FGSAX	Federated Hermes MDT Mid Cap Growth Fund	Mid Cap Growth Equities	5	1.66%	—	Aug 1984	KAUFX vs FGSAX
FIHBX	Federated Hermes Institutional High Yield Bond Fun...	High Yield Bonds	64	1.27%	—	Nov 2002	KAUFX vs FIHBX
FHYTX	Federated Hermes Opportunistic High Yield Bond Fun...	High Yield Bonds	59	1.50%	—	Aug 1984	KAUFX vs FHYTX
BEARX	Federated Hermes Prudent Bear Fd	Inverse Equities	0	-9.50%	—	Dec 1995	KAUFX vs BEARX
ISCAX	Federated Hermes International Small-Mid Company F...	Foreign Small & Mid Cap Equities	38	12.00%	—	Feb 1996	KAUFX vs ISCAX
FHYSX	Federated Hermes High-Yield Strategy Portfolio	High Yield Bonds	71	1.36%	—	Dec 2008	KAUFX vs FHYSX

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	27	9.68%	26.59B	Nov 1981	KAUFX vs TWCUX
VOO	Vanguard S&P 500 ETF	S&P 500	70	10.91%	1.60T	Sep 2010	KAUFX vs VOO
SPY	State Street SPDR S&P 500 ETF	S&P 500	70	10.91%	781.00B	Jan 1993	KAUFX vs SPY
VGT	Vanguard Information Technology ETF	Technology Equities	76	31.64%	144.20B	Mar 2004	KAUFX vs VGT
SCHV	Schwab U.S. Large-Cap Value ETF	Large Cap Value Equities	81	15.39%	15.54B	Dec 2009	KAUFX vs SCHV
SWVXX	Schwab Prime Advantage Money Fund Investor Shares	Money Market	—	1.45%	248.87B	Apr 1992	KAUFX vs SWVXX
SCHG	Schwab U.S. Large-Cap Growth ETF	Large Cap Growth Equities	39	6.42%	61.08B	Dec 2009	KAUFX vs SCHG
VO	Vanguard Mid-Cap ETF	Mid Cap Blend Equities	43	10.05%	213.90B	Jan 2004	KAUFX vs VO
SWAGX	Schwab U.S. Aggregate Bond Index Fund	Total Bond Market	21	0.38%	8.21B	—	KAUFX vs SWAGX
VOE	Vanguard Mid-Cap Value ETF	Mid Cap Value Equities	61	10.75%	36.70B	Aug 2006	KAUFX vs VOE
FIGTX	Federated Hermes Short-Intermediate Government Fun...	Government Bonds	15	-0.30%	—	Feb 1983	KAUFX vs FIGTX
IHIAX	Federated Hermes Emerging Market Debt Fund	Emerging Markets Bonds	86	2.83%	—	Oct 1996	KAUFX vs IHIAX
FHUMX	Federated Hermes U.S. SMID Fund	Mid Cap Blend Equities	15	11.99%	—	Jul 2020	KAUFX vs FHUMX
QISGX	Federated Hermes MDT Small Cap Growth Fund	Small Cap Growth Equities	66	19.02%	—	Sep 2005	KAUFX vs QISGX
FKASX	Federated Hermes Kaufmann Small Cap Fund	Small Cap Growth Equities	19	10.45%	—	Dec 2002	KAUFX vs FKASX
RIPIX	Royce International Premier Fund Institutional Cla...	Mid Cap Growth Equities, Foreign Small & Mid Cap Equities	4	4.31%	—	—	KAUFX vs RIPIX
ISHIX	Federated Hermes Corporate Bond Fund	Corporate Bonds	24	0.05%	—	May 1987	KAUFX vs ISHIX
IVFIX	Federated Hermes International Strategic Value Div...	Foreign Large Cap Equities	34	6.24%	—	Jun 2008	KAUFX vs IVFIX
QISCX	Federated Hermes MDT Small Cap Core Fund	Small Cap Blend Equities	51	15.16%	—	Sep 2005	KAUFX vs QISCX
FMBPX	Federated Hermes Mortgage Strategy Portfolio	Intermediate Core Bond	38	0.81%	—	Dec 2007	KAUFX vs FMBPX

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.

Explore KAUFX Diversifiers

Federated Hermes Kaufmann Fd (KAUFX) Alternatives