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Federated Hermes Kaufmann Large Cap IS KLCIX

Analyst rating as of
NAV / 1-Day Return
34.97  /  2.51 %
Total Assets
4.3 Bil
Adj. Expense Ratio
0.840%
Expense Ratio
0.840%
Fee Level
Above Average
Longest Manager Tenure
13.44 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.

A large-cap fund with a small-cap mindset.

Summary

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Federated Hermes Kaufmann Large Cap’s preference for smaller companies can leave it out of step with its large-cap benchmark, but a capable team of veteran investors gives it a chance to add value. Most share classes receive a Morningstar Analyst Rating of Neutral, though the cheaper R6 shares are rated Bronze.

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