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Morningstar

Federated Hermes Kaufmann B KAUBX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 3.52  /  0.57 %
  • Total Assets 386.1 Mil
  • Adj. Expense Ratio
    2.440%
  • Expense Ratio 2.510%
  • Distribution Fee Level High
  • Share Class Type —
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1,500
  • Status Closed
  • TTM Yield 0.00
  • Turnover 25%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:10 PM GMT+00:00

Morningstar’s Analysis KAUBX

Will KAUBX outperform in future?

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

Process Pillar

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.

People Pillar

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.

Parent Pillar

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

Federated Hermes Kaufmann Team Adds a Comanager; Ratings Unchanged

Associate Analyst

Analyst Note

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