Federated Hermes Kaufmann Fund Institutional Shares KAUIX

Morningstar Medalist Rating
  • NAV / 1-Day Return$6.34  /  −1.25%
  • Fund Size$4.5B
  • Adjusted Expense Ratio1.460%
  • Net Expense Ratio1.460%
  • Fee Level: DistributionHigh
  • Share Class TypeInstitutional
  • Morningstar CategoryMid-Cap Growth
  • Equity Style Box (Funds)Mid Growth
  • Minimum Initial Investment$1M
  • Investment StatusOpen
  • TTM Yield0.00%
  • Turnover Ratio28%

Morningstar’s Analysis KAUIX

Will KAUIX outperform in the future?

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Federated Hermes Kaufmann IS 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.

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Portfolio Holdings KAUIX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings28.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Quanta Services Inc

4.73232M
Industrials

argenx SE

3.38166M
Healthcare

Guardant Health Inc

3.20157M
Healthcare

Natera Inc

2.82138M
Healthcare

Comfort Systems USA Inc

2.73134M
Industrials

GE Vernova Inc

2.66130M
Industrials

GE Aerospace

2.23109M
Industrials

CrowdStrike Holdings Inc Class A

2.16106M
Technology

Snowflake Inc Ordinary Shares

2.15105M
Technology

Taiwan Semiconductor Manufacturing Co Ltd ADR

2.07102M
Technology

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