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Federated Hermes Kaufmann IS KAUIX

Analyst rating as of
NAV / 1-Day Return
4.91  /  3.15 %
Total Assets
390.9 Mil
Adj. Expense Ratio
1.510%
Expense Ratio
1.510%
Fee Level
High
Longest Manager Tenure
36.62 years
Category
Mid-Cap Growth
Investment Style
Mid Growth
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
0.00%
Turnover
34%

Morningstar’s Fund Analysis KAUIX

Will KAUIX outperform in future?

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

Federated Hermes Kaufmann Growth

Summary

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Recent manager turnover and succession concerns lower conviction in Federated Hermes Kaufmann. Coupled with high fees, the strategy’s Morningstar Analyst Rating declines to Negative from Neutral for its two most expensive share classes, while the three cheapest shares are rated Neutral.

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