Federated Hermes Kaufmann Small Cap Fund

Shareclass
Federated Hermes Kaufmann Small Cap R (FKKSX)
Type
Open-end mutual fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Federated Hermes Kaufmann Small Cap Fund

FUND COVERAGE
# of holdings92
% of assets77%
Score
40 / 100
Rank

34.1 percentile

Group: U.S. Small/Mid Cap Equity

Rank: #716 out of 1,085

Grade
D

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

21 / 40

Gender Equality: Equal Compensation and Work Life Balance

5 / 30

Gender Equality: Policies Promoting Gender Equality

14 / 20

Gender Equality: Commitment, Transparency, and Accountability

0 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. UCB SA
         % of fund invested: 0.44%
         $USD invested: $14.45M
  • 2. Moncler SpA
         % of fund invested: 0.42%
         $USD invested: $13.84M
  • 3. Xylem Inc
         % of fund invested: 1.25%
         $USD invested: $41.45M
  • 4. HubSpot Inc
         % of fund invested: 0.4%
         $USD invested: $13.4M
  • 5. VICI Properties Inc Ordinary Shares
         % of fund invested: 0.2%
         $USD invested: $6.52M
  • 6. On Holding AG
         % of fund invested: 0.65%
         $USD invested: $21.43M
  • 7. Pinterest Inc Class A
         % of fund invested: 0.29%
         $USD invested: $9.65M
  • 8. Motorola Solutions Inc
         % of fund invested: 0.33%
         $USD invested: $10.97M
  • 9. Tyler Technologies Inc
         % of fund invested: 0.58%
         $USD invested: $19.36M
  • 10. Planet Fitness Inc Class A
         % of fund invested: 1.1%
         $USD invested: $36.33M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Shopify Inc Registered Shs -A- Subord Vtg
         % of fund invested: 1.54%
         $USD invested: $50.97M
  • 2. Servisfirst Bancshares Inc
         % of fund invested: 0.12%
         $USD invested: $4.03M
  • 3. Astera Labs Inc
         % of fund invested: 0.59%
         $USD invested: $19.58M
  • 4. FTAI Aviation Ltd
         % of fund invested: 0.86%
         $USD invested: $28.57M
  • 5. IonQ Inc Class A
         % of fund invested: 0.09%
         $USD invested: $2.98M
  • 6. Kratos Defense & Security Solutions Inc
         % of fund invested: 0.52%
         $USD invested: $17.2M
  • 7. Heico Corp
         % of fund invested: 1.65%
         $USD invested: $54.72M
  • 8. Kymera Therapeutics Inc Ordinary Shares
         % of fund invested: 0.46%
         $USD invested: $15.13M
  • 9. Scholar Rock Holding Corp
         % of fund invested: 0.43%
         $USD invested: $14.28M
  • 10. Matador Resources Co
         % of fund invested: 0.33%
         $USD invested: $11.01M

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Federated Hermes Kaufmann Small Cap Fund

Totals

Holdings
Assets
Weight
Prisons
2
$54.82M
1.66%
     Prisons high risk
2
$54.82M
1.66%
     Private prisons
0
$0
0%
Borders
2
$54.82M
1.66%
     Borders high risk
2
$54.82M
1.66%
Total
2
$54.82M
1.66%
Full fund results

Holdings — 2 flagged holdings

1.
Axon Enterprise Inc
Prisons
Borders
$43.85M
1.32%
Prisons
Borders :
$43.85M
1.32%
2.
Motorola Solutions Inc
Prisons
Borders
$10.97M
0.33%
Prisons
Borders :
$10.97M
0.33%
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