Morningstar

Federated Hermes Kaufmann Large Cap IS KLCIX

Morningstar Medalist Rating
Medalist Rating as of | See Federated Hermes Investment Hub
  • NAV / 1-Day Return 23.46  /  −0.04 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    0.840%
  • Expense Ratio 0.840%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 0.00
  • Turnover 19%

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

Morningstar’s Analysis KLCIX

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

  • People Pillar

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

Much left to be desired.

Analyst David Carey

David Carey

Analyst

Summary

Federated Hermes Kaufmann Large Cap’s mounting succession concerns warrant a People Pillar downgrade to Below Average from Average. There are more competitive large-growth options available.

by David Carey
Rated on Published on

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Portfolio Holdings KLCIX

More KLCIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.7
Top 10 Holdings
% Portfolio Weight
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