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Morningstar

Federated Hermes Kaufmann Large Cap IS KLCIX

Morningstar Analyst Rating
Analyst rating as of | See Federated Investment Hub
  • NAV / 1-Day Return 21.06  /  1.31 %
  • Total Assets 1.9 Bil
  • Adj. Expense Ratio
    0.830%
  • Expense Ratio 0.840%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 15%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis KLCIX

Will KLCIX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable KLCIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the KLCIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of KLCIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Federated Hermes Kaufmann Team Adds a Comanager; Ratings Unchanged

Associate Analyst

Analyst Note

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