Federated Hermes Kaufmann Large Cap Fund Institutional Shares
KLCIX
NASDAQ
| Weiss Ratings | KLCIX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | KLCIX-NASDAQ | Click to Compare |
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| Provider | Federated | |||
| Manager/Tenure (Years) | Hans P. Utsch (18), Thomas M. Brakel (16), Steven Abrahamson (12), 4 others | |||
| Website | http://www.federatedinvestors.com | |||
| Fund Information | KLCIX-NASDAQ | Click to Compare |
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| Fund Name | Federated Hermes Kaufmann Large Cap Fund Institutional Shares | |||
| 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 | 1,000,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | KLCIX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | KLCIX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.52% | |||
| Asset Allocation | KLCIX-NASDAQ | Click to Compare |
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| Cash | 0.01% | |||
| Stock | 98.10% | |||
| U.S. Stock | 89.60% | |||
| Non-U.S. Stock | 8.50% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 1.90% | |||
| Price History | KLCIX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.61% | |||
| 30-Day Total Return | -2.21% | |||
| 60-Day Total Return | -2.38% | |||
| 90-Day Total Return | -4.00% | |||
| Year to Date Total Return | -2.38% | |||
| 1-Year Total Return | 18.18% | |||
| 2-Year Total Return | 31.69% | |||
| 3-Year Total Return | 82.46% | |||
| 5-Year Total Return | 57.74% | |||
| Price | KLCIX-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 | KLCIX-NASDAQ | Click to Compare |
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| Nav | $16.37 | |||
| 1-Month Low NAV | $15.91 | |||
| 1-Month High NAV | $16.59 | |||
| 52-Week Low NAV | $15.17 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $22.78 | |||
| 52-Week High Price (Date) | Oct 29, 2025 | |||
| Beta / Standard Deviation | KLCIX-NASDAQ | Click to Compare |
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| Beta | 1.06 | |||
| Standard Deviation | 14.27 | |||
| Balance Sheet | KLCIX-NASDAQ | Click to Compare |
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| Total Assets | 1.06B | |||
| Operating Ratios | KLCIX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.84% | |||
| Turnover Ratio | 18.00% | |||
| Performance | KLCIX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 21.13% | |||
| Last Bear Market Total Return | -19.55% | |||