Morningstar

Federated Hermes Kaufmann R KAUFX

Morningstar Medalist Rating
Medalist Rating as of | See Federated Hermes Investment Hub
  • NAV / 1-Day Return 6.06  /  −0.66 %
  • Total Assets 5.1 Bil
  • Adj. Expense Ratio
    1.970%
  • Expense Ratio 1.970%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 57%

USD | NAV as of Oct 03, 2024 | 1-Day Return as of Oct 03, 2024, 10:16 PM GMT+0

Morningstar’s Analysis KAUFX

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

  • People Pillar

    The People Pillar is our evaluation of the KAUFX 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 KAUFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Not worth its high price tag.

Analyst David Carey

David Carey

Analyst

Summary

Federated Hermes Kaufmann’s mounting succession concerns warrant a People Pillar downgrade to Below Average from Average. Investors are better off without this fund and its perennially high fees.

by David Carey
Rated on Published on

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Portfolio Holdings KAUFX

More KAUFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.4
Top 10 Holdings
% Portfolio Weight
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