Morningstar

Federated Hermes Kaufmann Large Cap Fund Class R6 KLCSX

Morningstar Medalist Rating
Medalist Rating as of | See Federated Hermes Investment Hub
  • NAV / 1-Day Return 19.53  /  +0.31 %
  • Total Assets 1.1B
  • Adj. Expense Ratio
    0.780%
  • Expense Ratio 0.770%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 18%

USD | NAV as of Jul 16, 2026 | 1-Day Return as of Jul 16, 2026, 12:11 AM GMT+0

Morningstar’s Analysis KLCSX

Will KLCSX outperform in the 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 KLCSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the KLCSX 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 KLCSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Federated Hermes Kaufmann Large Cap R6 holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings KLCSX

More KLCSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 53.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

10.94 107M
Technology

Alphabet Inc Class A

6.23 61M
Communication Services

Microsoft Corp

5.85 57M
Technology

Amazon.com Inc

5.55 54M
Consumer Cyclical

Quanta Services Inc

4.80 47M
Industrials

Broadcom Inc

4.31 42M
Technology

Apple Inc

4.30 42M
Technology

Taiwan Semiconductor Manufacturing Co Ltd ADR

4.26 41M
Technology

GE Aerospace

3.51 34M
Industrials

TJX Companies Inc

3.34 33M
Consumer Cyclical

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