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.
Federated Hermes Kaufmann Large Cap R KLCKX
- NAV / 1-Day Return 18.71 / +0.97 %
- Total Assets 1.5 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.480%
- Distribution Fee Level High
- Share Class Type Retirement, Medium
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.00
- Turnover 19%
USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:29 PM GMT+0
Morningstar’s Analysis KLCKX
Will KLCKX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 43.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
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Trane Technologies PLC Class A | 3.19 | 50.2 Mil | Industrials |
Apple Inc | 2.92 | 46.0 Mil | Technology |