Federated Hermes Kaufmann C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
Federated Hermes Kaufmann Fund Class C Shares KAUCX
- NAV / 1-Day Return 3.85 / +2.67 %
- Total Assets 4.9B
-
Adj. Expense Ratio
2.460%
- Expense Ratio 2.460%
- Distribution Fee Level High
- Share Class Type Level Load
- Category Mid-Cap Growth
- Investment Style Mid Growth
- Min. Initial Investment 1,500
- Status Open
- TTM Yield 0.00
- Turnover 28%
USD | NAV as of Jun 15, 2026 | 1-Day Return as of Jun 15, 2026, 11:26 PM GMT+0
Morningstar’s Analysis KAUCX
Will KAUCX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the KAUCX 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 KAUCX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 25.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Quanta Services Inc | 4.79 | 208M | Industrials |
GE Vernova Inc | 3.48 | 151M | Industrials |
argenx SE | 2.90 | 126M | Healthcare |
Comfort Systems USA Inc | 2.57 | 112M | Industrials |
GE Aerospace | 2.49 | 108M | Industrials |
Guardant Health Inc | 1.95 | 85M | Healthcare |
Agnico Eagle Mines Ltd | 1.87 | 81M | Basic Materials |
Westinghouse Air Brake Technologies Corp | 1.76 | 76M | Industrials |
Taiwan Semiconductor Manufacturing Co Ltd ADR | 1.73 | 75M | Technology |
Amazon.com Inc | 1.68 | 73M | Consumer Cyclical |
United States