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Federated Hermes Kaufmann Large Cap IS KLCIX

Analyst rating as of
NAV / 1-Day Return
35.07  /  0.06 %
Total Assets
4.4 Bil
Adj. Expense Ratio
0.840%
Expense Ratio
0.840%
Fee Level
Above Average
Longest Manager Tenure
13.23 years
Category
Large Growth
Investment Style
Large Growth
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
0.00%
Turnover
24%
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Morningstar’s Analysis

Will KLCIX outperform in future?

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

An unconstrained style of growth investing.

Summary

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Federated Kaufmann Large Cap benefits from a seasoned team of industry experts, but its loosely bound process hasn’t added value, limiting most of its share classes to a Morningstar Analyst Rating of Neutral, while the cheaper R6 shares are rated Bronze.

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