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Federated Hermes Kaufmann Large Cap Fund Class C: (MF: KLCCX)
(NASDAQ Mutual Funds) As of Aug 22, 2025 08:00 PM ET
$11.62 USD
+0.15 (1.31%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Jul 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 10.47 | 18 |
| 3 months | 17.05 | 26 |
| 6 months | 7.40 | 12 |
| 1 Year | 22.26 | 15 |
| 3 Year | 17.84 | 25 |
| 5 Year | 9.62 | 82 |
| 10 Year | 11.03 | 47 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 1,013.88 |
Load Adjusted Returns as of Jul 31, 2025
| 1 Year | 15.00 |
| 5 Year | 10.39 |
| 10 Year | 11.02 |
| Since Inception | 10.67 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -9.04 | 18.95 | NA | NA |
| 2024 | 9.69 | 4.78 | 2.53 | 4.71 |
| 2023 | 6.08 | 9.42 | -0.85 | 14.13 |
| 2022 | -13.41 | -19.77 | -5.73 | 6.11 |
| 2021 | -2.68 | 11.17 | 0.42 | 3.71 |
| 2020 | -15.60 | 26.31 | 9.72 | 8.81 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 10.47 | 23.41 | 31.35 | -30.51 | 12.67 | 27.27 | 36.74 | -0.91 | 22.30 | 3.55 | 2.10 |
| % Total Return Rel to Index | 1.89 | -1.60 | 5.11 | -12.31 | -16.00 | 8.87 | 5.25 | 3.47 | 0.50 | -8.37 | 0.72 |
| % Total Return Rel to Peer | 3.53 | 4.02 | 8.35 | -10.82 | -9.38 | 7.35 | 8.32 | 5.94 | 1.62 | -4.26 | 3.70 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 5.00 | 5.00 | 2.00 | 1.00 | 1.00 | 3.00 | 4.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 6.69 | 5.90 | 5.29 | 5.12 | 1.24 | 1.24 | 2.47 | 0.34 | 0.00 | 0.00 |
| Expense Ratio | 1.88 | 1.87 | 0.10 | 1.86 | 1.85 | 1.85 | 1.85 | 1.85 | 1.86 | 1.86 | 0.09 |
* 1 = Top 20%, 5 = Bottom 20%