Federated Hermes Kaufmann Large Cap Fund Class A
KLCAX
NASDAQ
Weiss Ratings | KLCAX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C+ | |||
Risk Index | Fair | |||
Risk Grade | C | |||
Company Info | KLCAX-NASDAQ | Click to Compare |
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Provider | Federated | |||
Manager/Tenure (Years) | Hans P. Utsch (17), Thomas M. Brakel (15), Steven Abrahamson (11), 4 others | |||
Website | http://www.federatedinvestors.com | |||
Fund Information | KLCAX-NASDAQ | Click to Compare |
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Fund Name | Federated Hermes Kaufmann Large Cap Fund Class A | |||
Category | Large Growth | |||
Sub-Category | US Equity Large Cap Growth | |||
Prospectus Objective | Growth | |||
Inception Date | Dec 05, 2007 | |||
Open/Closed To New Investors | Open | |||
Minimum Initial Investment | 1,500.00 | |||
Minimum Subsequent Investment | 100.00 | |||
Front End Fee | 0.06 | |||
Back End Fee | -- | |||
Dividends and Shares | KLCAX-NASDAQ | Click to Compare |
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Dividend Yield | 0.00% | |||
Dividend | KLCAX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 0.58% | |||
Asset Allocation | KLCAX-NASDAQ | Click to Compare |
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Cash | 0.01% | |||
Stock | 99.28% | |||
U.S. Stock | 88.43% | |||
Non-U.S. Stock | 10.85% | |||
Bond | 0.00% | |||
U.S. Bond | 0.00% | |||
Non-U.S. Bond | 0.00% | |||
Preferred | 0.00% | |||
Convertible | 0.00% | |||
Other Net | 0.70% | |||
Price History | KLCAX-NASDAQ | Click to Compare |
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7-Day Total Return | 4.15% | |||
30-Day Total Return | 5.18% | |||
60-Day Total Return | 0.31% | |||
90-Day Total Return | -5.20% | |||
Year to Date Total Return | -2.37% | |||
1-Year Total Return | 13.17% | |||
2-Year Total Return | 50.72% | |||
3-Year Total Return | 45.62% | |||
5-Year Total Return | 74.93% | |||
Price | KLCAX-NASDAQ | Click to Compare |
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Closing Price | -- | |||
1-Month Low Price | -- | |||
1-Month High Price | -- | |||
52-Week Low Price | -- | |||
52-Week Low Price (Date) | -- | |||
52-Week High Price | -- | |||
52-Week High Price (Date) | -- | |||
NAV | KLCAX-NASDAQ | Click to Compare |
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Nav | -- | |||
1-Month Low NAV | $13.54 | |||
1-Month High NAV | $15.77 | |||
52-Week Low NAV | $13.54 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $24.04 | |||
52-Week High Price (Date) | Dec 06, 2024 | |||
Beta / Standard Deviation | KLCAX-NASDAQ | Click to Compare |
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Beta | 0.99 | |||
Standard Deviation | 17.78 | |||
Balance Sheet | KLCAX-NASDAQ | Click to Compare |
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Total Assets | 1.15B | |||
Operating Ratios | KLCAX-NASDAQ | Click to Compare |
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Expense Ratio | 1.09% | |||
Turnover Ratio | 18.00% | |||
Performance | KLCAX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 20.94% | |||
Last Bear Market Total Return | -19.58% | |||