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Federated Hermes Kaufmann Large Cap Fund Class A: (MF: KLCAX)
(NASDAQ Mutual Funds) As of Feb 12, 2026 05:24 PM ET
$13.95 USD
-0.18 (-1.27%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Jan 31, 2026
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -0.14 | 72 |
| 3 months | -3.97 | 85 |
| 6 months | 5.76 | 65 |
| 1 Year | 14.01 | 30 |
| 3 Year | 22.11 | 20 |
| 5 Year | 9.55 | 67 |
| 10 Year | 14.29 | 34 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 1,240.35 |
Load Adjusted Returns as of Jan 31, 2026
| 1 Year | 11.44 |
| 5 Year | 7.83 |
| 10 Year | 12.71 |
| Since Inception | 11.42 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -8.82 | 19.22 | 6.94 | 1.14 |
| 2024 | 9.89 | 4.99 | 2.78 | 4.83 |
| 2023 | 6.31 | 9.65 | -0.69 | 14.36 |
| 2022 | -13.28 | -19.58 | -5.55 | 6.29 |
| 2021 | -2.49 | 11.35 | 0.64 | 3.92 |
Annual Return
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -0.13 | 17.57 | 24.33 | 32.39 | -30.00 | 13.56 | 28.24 | 37.78 | -0.12 | 23.27 | 4.32 |
| % Total Return Rel to Index | 0.00 | -0.64 | -0.68 | 6.15 | -11.79 | -15.12 | 9.84 | 6.29 | 4.27 | 1.47 | -7.61 |
| % Total Return Rel to Peer | 0.00 | 4.86 | 4.94 | 9.39 | -10.30 | -8.49 | 8.32 | 9.35 | 6.74 | 2.59 | -3.49 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 0.00 | 2.00 | 4.00 | 5.00 | 2.00 | 1.00 | 1.00 | 2.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | NA | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 5.00 | 6.69 | 5.90 | 5.29 | 5.12 | 1.24 | 1.24 | 2.47 | 0.34 | 0.00 |
| Expense Ratio | 0.00 | 1.08 | 1.08 | 0.11 | 1.08 | 1.08 | 1.08 | 1.08 | 1.08 | 1.08 | 1.09 |
* 1 = Top 20%, 5 = Bottom 20%