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 (17), Thomas M. Brakel (15), Steven Abrahamson (11), 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) | 0.58% | |||
| Asset Allocation | KLCIX-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 | KLCIX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 4.17% | |||
| 30-Day Total Return | 5.26% | |||
| 60-Day Total Return | 0.39% | |||
| 90-Day Total Return | -5.11% | |||
| Year to Date Total Return | -2.28% | |||
| 1-Year Total Return | 13.48% | |||
| 2-Year Total Return | 51.50% | |||
| 3-Year Total Return | 46.75% | |||
| 5-Year Total Return | 77.12% | |||
| 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 | -- | |||
| 1-Month Low NAV | $15.17 | |||
| 1-Month High NAV | $17.68 | |||
| 52-Week Low NAV | $15.17 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $26.10 | |||
| 52-Week High Price (Date) | Dec 06, 2024 | |||
| Beta / Standard Deviation | KLCIX-NASDAQ | Click to Compare |
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| Beta | 1.00 | |||
| Standard Deviation | 17.82 | |||
| Balance Sheet | KLCIX-NASDAQ | Click to Compare |
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| Total Assets | 1.15B | |||
| 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% | |||