An experienced team of sector experts can handle Federated Hermes Kaufmann, but a loosely bound investment process and elevated fees keep all share classes at a Morningstar Analyst Rating of Neutral.
Will KAUBX 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 KAUBX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the KAUBX 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 KAUBX’s parent organization’s priorities and whether they’re in line with investors’ interests.