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Federated Hermes Kaufmann Large Cap A KLCAX

Analyst rating as of
NAV / 1-Day Return
26.94  /  0.52 %
Total Assets
2.7 Bil
Adj. Expense Ratio
Expense Ratio
Fee Level
Above Average
Longest Manager Tenure
14.70 years
Large Growth
Investment Style
Large Growth
Min. Initial Investment
TTM Yield

Morningstar’s Fund Analysis KLCAX

Will KLCAX outperform in future?

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

Federated Hermes Kaufmann Team Loses a Manager, Ratings Unchanged

Associate Director

Analyst Note

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On March 18, 2022, Federated Hermes announced the abrupt retirement of healthcare-focused manager Vivian Wohl from its New York-based Kaufmann team. Wohl’s retirement is effective immediately. This comes just seven months after manager Jonathan Art’s sudden retirement. The recent churn bears watching, but the team is still on solid ground with seven impressive, experienced sector-focused managers remaining. As such, both Federated Hermes Kaufmann and Federated Hermes Kaufmann Large Cap retain their Above Average People Pillar ratings and Morningstar Analyst Rating of Neutral across all share classes.

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