Federated small cap growth

Federated small cap growth DEFAULT

†dagger disclosure The fund's expense ratio is from the most recent prospectus. The expense ratio may reflect voluntary fee waivers and/or expense reimbursements determined by the fund's Advisor and its affiliates. The voluntary waivers and/or reimbursements, if applicable, are in effect up to but not including the later of 01/01/ or the date of the fund's next effective prospectus.

Effective March 1, , the fund was closed to new investors, with the exception of new investments by employer-sponsored retirement plans if the fund was an established plan option as of March 1,   Existing shareholders may continue to purchase or redeem shares of the fund in accordance with the fund’s prospectus.  If your shares are held through a financial intermediary, certain purchase restrictions imposed by your financial intermediary may apply.

As of June 29, , the fund was renamed Federated Hermes Kaufmann Small Cap Fund.

Total returns for periods of less than one year are cumulative.

Total return may have been lower in the absence of temporary expense waivers or reimbursements.

International investing involves special risks including currency risk, increased volatility, political risks, and differences in auditing and other financial standards.

Investing in IPOs involves special risks such as limited liquidity and increased volatility.

Small company stocks may be less liquid and subject to greater price volatility than large capitalization stocks.

After-tax returns are calculated using a standard set of assumptions. Actual after-tax returns depend on each investor’s personal tax situation, and are likely to differ from those shown. The stated returns assume the highest historical federal income and capital gains tax rates, but do not reflect the effect of any applicable state and local taxes. Return After Taxes on Distributions assumes a continued investment in the fund and shows the effect of taxes on fund distributions. Return After Taxes on Distribution and Sale of Fund Shares assumes all shares were redeemed at the end of each measurement period, and shows the effect of any taxable gain (or offsetting loss) on redemption, as well as the effects of taxes on fund distributions. After-tax returns are not relevant to investors holding shares through tax-deferred programs, such as IRA, (k) plans. The after-tax average annual total returns are based on the 37% tax bracket and include the % tax on net investment income.

Mutual funds are subject to risks and fluctuate in value.

Product classifications noted at the top are Federated Hermes' internal classifications.

The holdings percentages are based on net assets at the close of business on the date above, and may not necessarily reflect adjustments that are routinely made when presenting net assets for formal financial statement purposes. Because this is a managed portfolio, the investment mix will change.

Investors should carefully consider the fund's investment objectives, risks, charges and expenses before investing. To obtain a summary prospectus or prospectus containing this and other information, contact us or view the prospectus provided on this website. Please carefully read the summary prospectus or prospectus before investing.

Current and future portfolio holdings are subject to risk.

Federated Securities Corp., Distributor

Not FDIC Insured

May Lose Value

No Bank Guarantee

Sours: https://www.federatedinvestors.com/products/mutual-funds/kaufmann-small-cap/a.do

Federated Hermes Kaufmann Small Cap A FKASX

Small Growth

Will FKASX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FKASX’s performance objective and investment process is for both security selection and portfolio construction.

The People Pillar is our evaluation of the FKASX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

The Parent Pillar is our rating of FKASX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The number of funds that receive a Morningstar Analyst Rating is limited by the size of the Morningstar analyst team. To expand the number of funds we cover, we have developed a machine-learning model that uses the decision-making processes of our analysts, their past ratings decisions, and the data used to support those decisions. The machine-learning model is then applied to the “uncovered” fund universe to create the Morningstar Quantitative Rating (denoted on this page by a ), which is analogous to the rating a Morningstar analyst might assign to the fund if an analyst covered the fund. These quantitative rating predictions make up what we call the Morningstar Quantitative Rating™ for funds. Click here for more on how to use these ratings.

Sours: https://www.morningstar.com/funds/xnas/fkasx/quote
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Federated Hermes Kaufmann Small Cap Fund;A

Watchlist

CategorySmall-Cap Growth
Portfolio StyleSmall-Cap
Fund FamilyFederated Hermes A
Fund StatusClosed
Fund InceptionDecember 18,
Manager

Team Managed

The Fund seeks capital appreciation by investing primarily in equity securities of small-cap companies.

Front load%
Deferred loadN/A
Max. redemption feeN/A
Total expense ratio%
12 b-1%
Turnover20%
Alpha
Beta
Standard deviation
R. squared
Standard (taxable)$1,
IRA$
Fund ReturnCategory1Index (S&P )% rank in categoryQuintile rank
YTD%%%61%4
1yr%%%65%4
3yr2%%%17%1
5yr2%%%8%1
10yr2%%%3%1
  • 1Small-Cap Growth Funds
  • 23, 5 and 10 Year Returns are Annualized

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Sours: https://www.marketwatch.com/investing/fund/fkasx

†dagger disclosure The fund's expense ratio is from the most recent prospectus. The expense ratio may reflect voluntary fee waivers and/or expense reimbursements determined by the fund's Advisor and its affiliates. The voluntary waivers and/or reimbursements, if applicable, are in effect up to but not including the later of 10/01/ or the date of the fund's next effective prospectus.

The fund is the successor to the MDT Small Cap Growth Fund pursuant to a reorganization that took place on December 8, Prior to that date, the fund had no investment operations. Accordingly, the performance information shown for periods prior to that date is that of the MDT Small Cap Growth Fund.

Total returns for periods of less than one year are cumulative.

Total return may have been lower in the absence of temporary expense waivers or reimbursements.

After-tax returns are calculated using a standard set of assumptions. Actual after-tax returns depend on each investor’s personal tax situation, and are likely to differ from those shown. The stated returns assume the highest historical federal income and capital gains tax rates, but do not reflect the effect of any applicable state and local taxes. Return After Taxes on Distributions assumes a continued investment in the fund and shows the effect of taxes on fund distributions. Return After Taxes on Distribution and Sale of Fund Shares assumes all shares were redeemed at the end of each measurement period, and shows the effect of any taxable gain (or offsetting loss) on redemption, as well as the effects of taxes on fund distributions. After-tax returns are not relevant to investors holding shares through tax-deferred programs, such as IRA, (k) plans. The after-tax average annual total returns are based on the 37% tax bracket and include the % tax on net investment income.

Mutual funds are subject to risks and fluctuate in value.

Small company stocks may be less liquid and subject to greater price volatility than large capitalization stocks.

The quantitative models and analysis used by the fund may perform differently than expected and negatively affect fund performance.

Product classifications noted at the top are Federated Hermes' internal classifications.

The holdings percentages are based on net assets at the close of business on the date above, and may not necessarily reflect adjustments that are routinely made when presenting net assets for formal financial statement purposes. Because this is a managed portfolio, the investment mix will change.

Investors should carefully consider the fund's investment objectives, risks, charges and expenses before investing. To obtain a summary prospectus or prospectus containing this and other information, contact us or view the prospectus provided on this website. Please carefully read the summary prospectus or prospectus before investing.

Current and future portfolio holdings are subject to risk.

Federated Securities Corp., Distributor

Not FDIC Insured

May Lose Value

No Bank Guarantee

Sours: https://www.federatedinvestors.com/products/mutual-funds/mdt-small-cap-growth/a.do

Growth cap federated small

If investors are looking at the Small Cap Growth fund category, make sure to pass over Federated MDT Small Cap Growth Fund A (QASGX). QASGX has a Zacks Mutual Fund Rank of 4 (Sell), which is based on nine forecasting factors like size, cost, and past performance.

Objective

QASGX is one of many different Small Cap Growth funds to choose from. Small Cap Growth mutual funds build portfolios around stocks with markets caps under $2 billion and large growth opportunities. Additionally, these portfolios typically highlight smaller companies in promising markets and industries.

History of Fund/Manager

QASGX is a part of the Federated family of funds, a company based out of Pittsburgh, PA. Federated MDT Small Cap Growth Fund A made its debut in September of , and since then, QASGX has accumulated about $ million in assets, per the most up-to-date date available. The fund is currently managed by a team of investment professionals.

Performance

Of course, investors look for strong performance in funds. This fund in particular has delivered a 5-year annualized total return of %, and is in the middle third among its category peers. If you're interested in shorter time frames, do not dismiss looking at the fund's 3-year annualized total return of %, which places it in the bottom third during this time-frame.

When looking at a fund's performance, it is also important to note the standard deviation of the returns. The lower the standard deviation, the less volatility the fund experiences. The standard deviation of QASGX over the past three years is % compared to the category average of %. Looking at the past 5 years, the fund's standard deviation is % compared to the category average of %. This makes the fund more volatile than its peers over the past half-decade.

Risk Factors

With a 5-year beta of , the fund is likely to be more volatile than the market average. Alpha is an additional metric to take into consideration, since it represents a portfolio's performance on a risk-adjusted basis relative to a benchmark, which in this case, is the S&P Over the past 5 years, the fund has a negative alpha of This means that managers in this portfolio find it difficult to pick securities that generate better-than-benchmark returns.

Holdings

Examining the equity holdings of a mutual fund is also a valuable exercise. This can show us how the manager is applying their stated methodology, as well as if there are any inherent biases in their approach. For this particular fund, the focus is mostly on equities that are traded in the United States.

This fund is currently holding about 89% stock in stocks, and these companies have an average market capitalization of $ billion. The fund has the heaviest exposure to the following market sectors:

  1. Health

  2. Technology

  3. Other

This fund's turnover is about %, so the fund managers are making more trades per year than the comparable average.

Expenses

For investors, taking a closer look at cost-related metrics is key, since costs are increasingly important for mutual fund investing. Competition is heating up in this space, and a lower cost product will likely outperform its otherwise identical counterpart, all things being equal. In terms of fees, QASGX is a load fund. It has an expense ratio of % compared to the category average of %. QASGX is actually cheaper than its peers when you consider factors like cost.

This fund requires a minimum initial investment of $1,, and each subsequent investment should be at least $

Bottom Line

Overall, Federated MDT Small Cap Growth Fund A ( QASGX ) has a low Zacks Mutual Fund rank, and in conjunction with its comparatively similar performance, worse downside risk, and lower fees, Federated MDT Small Cap Growth Fund A ( QASGX ) looks like a somewhat weak choice for investors right now.

Want even more information about QASGX? Then go over to Zacks.com and check out our mutual fund comparison tool, and all of the other great features that we have to help you with your mutual fund analysis for additional information. If you want to check out our stock reports as well, make sure to go to Zacks.com to see all of the great tools we have to offer, including our time-tested Zacks Rank.


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Sours: https://finance.yahoo.com/news/federated-mdt-small-cap-growthhtml
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