Federated Hermes Kaufmann’s poorly executed, inconsistent approach warrants a Process Pillar downgrade to Below Average from Average. Investors are better off without this fund and its perennially high fees.
- NAV / 1-Day Return 3.43 / 0.29 %
- Total Assets 341.8 Mil
-
Adj. Expense Ratio
2.510%
- Expense Ratio 2.510%
- 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 —
- Turnover 25%
Morningstar’s Analysis KAUCX
Will KAUCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 159
- Bond Holdings 4
- Other Holdings 30
- % Assets in Top 10 Holdings 24.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
Federated Hermes Inst Prime Val Obl IS
4.34
214,176,380
Cash and Equivalents
United States Treasury Notes 4.125%
2.54
125,152,676
Government