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Morningstar

Federated Hermes Kaufmann A KAUAX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 4.90  /  0.41 %
  • Total Assets 388.7 Mil
  • Adj. Expense Ratio
    1.950%
  • Expense Ratio 1.960%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 25%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis KAUAX

Will KAUAX 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 KAUAX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the KAUAX 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 KAUAX’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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