Back to top
more

Federated Hermes Kaufmann Large Cap Fund Class A: (MF: KLCAX)

(NASDAQ Mutual Funds) As of Jun 9, 2026 04:42 PM ET

$15.94 USD

-0.04 (-0.25%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 4.79 49
3 months 4.93 26
6 months 0.76 73
1 Year 30.18 32
3 Year 23.32 17
5 Year 9.18 50
10 Year 14.06 34

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) 1,306.54

Load Adjusted Returns as of Apr 30, 2026

1 Year 12.38
5 Year 6.58
10 Year 12.13
Since Inception 10.74

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -8.05 NA NA NA
2025 -8.82 19.22 6.94 1.14
2024 9.89 4.99 2.78 4.83
2023 6.31 9.65 -0.69 14.36
2022 -13.28 -19.58 -5.55 6.29
2021 -2.49 11.35 0.64 3.92

Annual Return

20262025202420232022202120202019201820172016
% Total Return 4.7917.5724.3332.39-30.0013.5628.2437.78-0.1223.274.32
% Total Return Rel to Index -3.72-0.64-0.686.15-11.79-15.129.846.294.271.47-7.61
% Total Return Rel to Peer -4.394.864.949.39-10.30-8.498.329.356.742.59-3.49
% Perf Quintile vs Peer* 4.002.002.002.004.005.002.001.001.003.004.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.005.006.695.905.295.121.241.242.470.340.00
Expense Ratio 0.001.081.080.111.081.081.081.081.081.081.09

* 1 = Top 20%, 5 = Bottom 20%