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Federated Hermes Kaufmann R KAUFX

Analyst rating as of
NAV / 1-Day Return
4.58  /  1.33 %
Total Assets
418.6 Mil
Adj. Expense Ratio
1.960%
Expense Ratio
1.960%
Fee Level
High
Longest Manager Tenure
36.26 years
Category
Mid-Cap Growth
Investment Style
Mid Growth
Min. Initial Investment
0
Status
Open
TTM Yield
0.00%
Turnover
34%
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Morningstar’s Analysis

Will KAUFX outperform in future?

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

Federated Hermes Kaufmann Team Loses a Manager, Ratings Unchanged

Associate Director

Analyst Note

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On March 18, 2022, Federated Hermes announced the abrupt retirement of healthcare-focused manager Vivian Wohl from its New York-based Kaufmann team. Wohl’s retirement is effective immediately. This comes just seven months after manager Jonathan Art’s sudden retirement. The recent churn bears watching, but the team is still on solid ground with seven impressive, experienced sector-focused managers remaining. As such, both Federated Hermes Kaufmann and Federated Hermes Kaufmann Large Cap retain their Above Average People Pillar ratings and Morningstar Analyst Rating of Neutral across all share classes.

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