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Federated Hermes Kaufmann IS KAUIX

Analyst rating as of
NAV / 1-Day Return
7.64  /  1.42 %
Total Assets
762.5 Mil
Adj. Expense Ratio
1.520%
Expense Ratio
1.520%
Fee Level
High
Longest Manager Tenure
35.78 years
Category
Mid-Cap Growth
Investment Style
Mid Growth
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
0.00%
Turnover
38%
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Morningstar’s Analysis

Will KAUIX outperform in future?

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

An unconstrained approach and high fees limit its appeal.

Associate Director

Summary

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Federated Hermes Kaufmann's team is experienced, but inconsistent portfolio construction and high fees warrant a Morningstar Analyst Rating of Neutral across all share classes.

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