Advertisement
Skip to Content
Morningstar

Federated Hermes Kaufmann Large Cap A KLCAX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 19.38  /  1.22 %
  • Total Assets 1.9 Bil
  • Adj. Expense Ratio
    1.080%
  • Expense Ratio 1.090%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 15%

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis KLCAX

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

People Pillar

The People Pillar is our evaluation of the KLCAX 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 KLCAX’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

|

Unlock our full analysis with Morningstar Investor