Federated Hermes Kaufmann Fd (KAUFX) Alternatives

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to KAUFX

KAUFX charges 1.96% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among KAUFX alternatives.

Symbol	Name	Expense Ratio	Inception
SSMHX	State Street Small/Mid Cap Equity Index Portfolio	0.02%	Aug 11, 2015	KAUFX vs SSMHX
FSMAX	Fidelity Extended Market Index Fund	0.04%	—	KAUFX vs FSMAX
MMGPX	Morgan Stanley Discovery Portfolio	0.04%	Apr 30, 2017	KAUFX vs MMGPX
FMDGX	Fidelity Mid Cap Growth Index Fund	0.05%	Jul 11, 2019	KAUFX vs FMDGX
VMGMX	Vanguard Mid-Cap Growth Index Fund Admiral Shares	0.07%	Sep 27, 2011	KAUFX vs VMGMX

Best Risk-Adjusted Alternatives to KAUFX

Among mutual funds in the Mid 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
TAAGX	Timothy Plan Aggressive Growth Fund	90	Oct 5, 2000	KAUFX vs TAAGX
NEEGX	Needham Growth Fund	79	Jan 2, 1996	KAUFX vs NEEGX
TGFRX	Tanaka Growth Fund	74	Dec 30, 1998	KAUFX vs TGFRX
CTIGX	Calamos Timpani SMID Growth Fund	73	Jul 31, 2019	KAUFX vs CTIGX
BFGIX	Baron Focused Growth Fund Institutional Shares	71	May 29, 2009	KAUFX vs BFGIX

Top Performing KAUFX Alternatives (YTD)

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

Symbol	Name	YTD Return	Inception
LSHAX	Kinetics Spin-Off and Corporate Restructuring Fund	50.22%	May 4, 2007	KAUFX vs LSHAX
WWNPX	Kinetics Paradigm Fund	36.66%	Dec 31, 1999	KAUFX vs WWNPX
KMKNX	Kinetics Market Opportunities Fund No Load Class	20.82%	Jan 31, 2006	KAUFX vs KMKNX
KMKAX	Kinetics Market Opportunities Fund	20.74%	Jan 31, 2006	KAUFX vs KMKAX
NEEGX	Needham Growth Fund	10.46%	Jan 2, 1996	KAUFX vs NEEGX

Lowest Volatility Alternatives to KAUFX

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

Symbol	Name	Volatility 1Y	Inception
RIPIX	Royce International Premier Fund Institutional Cla...	13.61%	—	KAUFX vs RIPIX
BQMGX	Bright Rock Mid Cap Growth Fund	15.91%	May 26, 2010	KAUFX vs BQMGX
VLEQX	Villere Equity Fund	16.28%	May 31, 2013	KAUFX vs VLEQX
VLIFX	Value Line Mid Cap Focused Fund	16.90%	Mar 1, 1950	KAUFX vs VLIFX
VSNGX	JPMorgan Mid Cap Equity Fund	17.58%	Dec 31, 1996	KAUFX vs VSNGX

Lowest Drawdown Alternatives to KAUFX

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

Symbol	Name	Max Drawdown 1Y	Inception
BARIX	Baron Asset Fund Institutional Class	-11.12%	May 29, 2009	KAUFX vs BARIX
BARAX	Baron Asset Fund	-11.12%	Jun 12, 1987	KAUFX vs BARAX
PKSFX	Virtus KAR Small-Cap Core Fund	-11.21%	Oct 18, 1996	KAUFX vs PKSFX
FAMVX	FAM Value Fund	-11.38%	Jan 2, 1987	KAUFX vs FAMVX
VLEQX	Villere Equity Fund	-11.43%	May 31, 2013	KAUFX vs VLEQX

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	KAUFX vs QILGX
SVAIX	Federated Hermes Strategic Value Dividend Fund	Large Cap Value Equities	77	8.28%	Mar 30, 2005	KAUFX vs SVAIX
QAMNX	Federated Hermes MDT Market Neutral A	Long-Short	72	1.41%	Sep 30, 2008	KAUFX vs QAMNX
QIACX	Federated Hermes MDT All Cap Core Fund	Large Cap Blend Equities	42	-7.69%	Oct 1, 2002	KAUFX vs QIACX
FGSAX	Federated Hermes MDT Mid Cap Growth Fund	Mid Cap Growth Equities	12	-9.53%	Aug 23, 1984	KAUFX vs FGSAX
FHYTX	Federated Hermes Opportunistic High Yield Bond Fun...	High Yield Bonds	76	-2.24%	Aug 23, 1984	KAUFX vs FHYTX
FIHBX	Federated Hermes Institutional High Yield Bond Fun...	High Yield Bonds	86	-1.88%	Nov 1, 2002	KAUFX vs FIHBX
ISCAX	Federated Hermes International Small-Mid Company F...	Foreign Small & Mid Cap Equities	75	-3.05%	Feb 27, 1996	KAUFX vs ISCAX
BEARX	Federated Hermes Prudent Bear Fd	Inverse Equities, Leveraged	2	8.44%	Dec 27, 1995	KAUFX vs BEARX
FHYSX	Federated Hermes High-Yield Strategy Portfolio	High Yield Bonds	89	-1.76%	Dec 24, 2008	KAUFX vs FHYSX

Often Compared With KAUFX

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

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
TWCUX	American Century Ultra Fund	Large Cap Growth Equities	20	-12.28%	Nov 2, 1981	KAUFX vs TWCUX
VOO	Vanguard S&P 500 ETF	S&P 500	65	-4.42%	Sep 7, 2010	KAUFX vs VOO
SPY	State Street SPDR S&P 500 ETF	S&P 500	64	-4.37%	Jan 22, 1993	KAUFX vs SPY
VGT	Vanguard Information Technology ETF	Technology Equities	67	-7.34%	Mar 25, 2004	KAUFX vs VGT
SWVXX	Schwab Value Advantage Money Fund	Money Market	—	0.57%	Aug 27, 1993	KAUFX vs SWVXX
SCHV	Schwab U.S. Large-Cap Value ETF	Large Cap Value Equities	68	3.48%	Dec 11, 2009	KAUFX vs SCHV
SCHG	Schwab U.S. Large-Cap Growth ETF	Large Cap Growth Equities	46	-10.59%	Dec 11, 2009	KAUFX vs SCHG
VO	Vanguard Mid-Cap ETF	Mid Cap Growth Equities	46	-0.68%	Jan 26, 2004	KAUFX vs VO
SWAGX	Schwab U.S. Aggregate Bond Index Fund	Total Bond Market	55	-0.44%	—	KAUFX vs SWAGX
VOE	Vanguard Mid-Cap Value ETF	Mid Cap Value Equities	65	4.46%	Aug 17, 2006	KAUFX vs VOE
FHUMX	Federated Hermes U.S. SMID Fund	Mid Cap Blend Equities	7	-2.98%	Jul 5, 2020	KAUFX vs FHUMX
FIGTX	Federated Hermes Short-Intermediate Government Fun...	Government Bonds	69	-0.58%	Feb 17, 1983	KAUFX vs FIGTX
QISGX	Federated Hermes MDT Small Cap Growth Fund	Small Cap Growth Equities	46	-7.16%	Sep 15, 2005	KAUFX vs QISGX
FMBPX	Federated Hermes Mortgage Strategy Portfolio	Intermediate Core Bond	72	-0.18%	Dec 20, 2007	KAUFX vs FMBPX
QISCX	Federated Hermes MDT Small Cap Core Fund	Small Cap Blend Equities	35	-5.22%	Sep 15, 2005	KAUFX vs QISCX
VT	Vanguard Total World Stock ETF	Global Equities	77	-1.71%	Jun 24, 2008	KAUFX vs VT
FFRSX	Federated Hermes Floating Rate Strat Inc Fund	Bank Loan	93	-0.72%	Dec 2, 2010	KAUFX vs FFRSX
IVFIX	Federated Hermes International Strategic Value Div...	Foreign Large Cap Equities	93	5.22%	Jun 3, 2008	KAUFX vs IVFIX
FIIFX	Federated Hermes Intermediate Corporate Bond Fund	Corporate Bonds	84	-1.02%	Dec 20, 1993	KAUFX vs FIIFX
KLCIX	Federated Hermes Kaufmann Large Cap Fund	Large Cap Growth Equities	26	-11.73%	Dec 5, 2007	KAUFX vs KLCIX

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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Federated Hermes Kaufmann Fd

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