Federated Hermes Kaufmann Large Cap Fund Class R6 KLCSX

Morningstar Medalist Rating
  • NAV / 1-Day Return$18.78  /  −0.32%
  • Fund Size$1.0B
  • Adjusted Expense Ratio0.780%
  • Net Expense Ratio0.770%
  • Fee Level: DistributionHigh
  • Share Class TypeRetirement, Large
  • Morningstar CategoryLarge Growth
  • Equity Style Box (Funds)Large Growth
  • Minimum Initial Investment$0
  • Investment StatusOpen
  • TTM Yield0.00%
  • Turnover Ratio18%

Morningstar’s Analysis KLCSX

Will KLCSX 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 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.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings KLCSX

  • 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

Sponsor Center