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.
NAV / 1-Day Return
4.91 / 3.15 %
Adj. Expense Ratio
Longest Manager Tenure
Investment StyleMid Growth
Min. Initial Investment
Morningstar’s Fund Analysis KAUIX
Will KAUIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.