Kaufmann Fund II

Variable Annuity Funds . Mid Cap .

Overview

 
AT A GLANCE
Portfolio
Assets
November 30 2024
$151.1 M
Equity
Gross
Expenses
1.57%
Net
Expenses
1.55%
Documents
STRATEGY

Seeks capital appreciation by investing principally in common stocks of small and medium-sized companies that are traded on national securities exchanges, the NASDAQ stock market and on the over-the-counter market.

KEY FACTS
Key Facts - Part 1
Benchmark Russell Midcap® Growth Index
Key Facts - Part 2
Fund Number(s)
953
CUSIP 3 1 3 9 1 6 8 2 7
Performance Incp. Date April 30 2002
MORNINGSTAR CATEGORY / STYLE
Category
Insurance Mid-Cap Growth
Style
Medium Growth
INVESTMENT GOALS Retirement
Growth
KEY INVESTMENT TEAM
John Ettinger, CFA
Senior Vice President
Senior Portfolio Manager
Co-Head of Kaufmann Group

joined Federated Hermes
30 years of experience
Hans Utsch
Senior Vice President
Senior Portfolio Manager
Co-Head of Kaufmann Group

joined Federated Hermes
62 years of experience
Tom Brakel, M.D.
Vice President
Senior Portfolio Manager

joined Federated Hermes
27 years of experience
Barbara Miller
Vice President
Senior Portfolio Manager

joined Federated Hermes
32 years of experience
Steven Abrahamson
Vice President
Senior Portfolio Manager

joined Federated Hermes
33 years of experience
Stephen DeNichilo, CFA
Vice President
Senior Portfolio Manager

joined Federated Hermes
26 years of experience
Aditi Singhania, Ph.D.
Vice President
Senior Investment Analyst
Portfolio Manager

joined Federated Hermes
11 years of experience

Characteristics

 
DISCLOSURES

For additional information, including definitions of related terms and indexes, see the Financial Glossary and Benchmark Index Glossary. In addition, by accessing documents containing CUSIP information, you agree to the Terms of Use for CUSIP Information contained in the Financial Glossary.

Documents

 
DISCLOSURES

The “As of Date” for regulatory documents  is the date when the document is made available on Federated Hermes' website.

1 disclosure If this product is new, it will not have completed its first financial reporting period. Please check back to view future shareholder reports. For the new share of an existing fund, you may wish to view recent shareholder reports of another share of that fund by visiting another share.

2 disclosure Each fiscal quarter, the Fund will file with the SEC a complete schedule of its monthly portfolio holdings on “Form N-PORT.” The Fund’s holdings as of the end of the third month of every fiscal quarter, as reported on Form N-PORT, will be publicly available on the SEC’s website at www.sec.gov within 60 days of the end of the fiscal quarter upon filing.

Distributions and Taxes

 
DISCLOSURES

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 05/01/2025 or the date of the fund's next effective prospectus.

Expenses shown do not reflect any additional fees or expenses that may be imposed by separate accounts of insurance companies or in connection with any variable annuity or variable life insurance contract. If these had been included, an investor's costs would be higher.

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.

The fund may invest in small capitalization (or “small-cap”) companies. Small-cap companies may have less liquid stock, a more volatile share price, unproven track records, a limited product or service base and limited access to capital. The above factors could make small-cap companies more likely to fail than larger companies and increase the volatility of the fund’s portfolio, performance and share price. Suitable securities of small-cap companies also can have limited availability and cause capacity constraints on investment strategies for funds that invest in them.

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

Fund shares are available exclusively as a funding vehicle for life insurance companies writing variable life insurance policies and variable annuity contracts.  If you are an individual investor, contact your financial advisor or insurance company for more information on these products.

The fund is a managed portfolio and its holdings are subject to change.

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.

Current and future portfolio holdings are subject to risk.

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.

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

Federated Securities Corp., Distributor

Not FDIC Insured
May Lose Value
No Bank Guarantee

3407207918