Federated Hermes Kaufmann Large Cap Fund Class C KLCCX

Morningstar Medalist Rating
  • NAV / 1-Day Return$7.95  /  −0.38%
  • Fund Size$1.0B
  • Adjusted Expense Ratio1.890%
  • Net Expense Ratio1.870%
  • Fee Level: DistributionAbove Average
  • Share Class TypeLevel Load
  • Morningstar CategoryLarge Growth
  • Equity Style Box (Funds)Large Growth
  • Minimum Initial Investment$1,500
  • Investment StatusOpen
  • TTM Yield0.00%
  • Turnover Ratio18%

Morningstar’s Analysis KLCCX

Will KLCCX 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 Large Cap 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.

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Portfolio Holdings KLCCX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings52.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

10.49119M
Technology

Alphabet Inc Class A

6.2871M
Communication Services

Microsoft Corp

5.1358M
Technology

Micron Technology Inc

4.9155M
Technology

Apple Inc

4.7654M
Technology

Quanta Services Inc

4.6853M
Industrials

Taiwan Semiconductor Manufacturing Co Ltd ADR

4.4951M
Technology

Amazon.com Inc

4.4350M
Consumer Cyclical

Broadcom Inc

3.8343M
Technology

argenx SE ADR

3.5740M
Healthcare

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