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Federated Hermes Kaufmann Large Cap Fund Class Is: (MF: KLCIX)
(NASDAQ Mutual Funds) As of Aug 22, 2025 08:00 PM ET
$20.50 USD
+0.27 (1.34%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Jul 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 11.19 | 13 |
| 3 months | 17.38 | 24 |
| 6 months | 7.96 | 9 |
| 1 Year | 23.56 | 12 |
| 3 Year | 19.06 | 20 |
| 5 Year | 10.75 | 75 |
| 10 Year | 12.18 | 36 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 1,221.02 |
Load Adjusted Returns as of Jul 31, 2025
| 1 Year | 17.38 |
| 5 Year | 11.52 |
| 10 Year | 12.17 |
| Since Inception | 11.89 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -8.80 | 19.30 | NA | NA |
| 2024 | 9.99 | 5.06 | 2.82 | 4.92 |
| 2023 | 6.41 | 9.67 | -0.61 | 14.40 |
| 2022 | -13.20 | -19.55 | -5.47 | 6.35 |
| 2021 | -2.44 | 11.44 | 0.69 | 3.96 |
| 2020 | -15.39 | 26.63 | 10.01 | 9.06 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 11.19 | 24.67 | 32.70 | -29.80 | 13.82 | 28.55 | 38.14 | 0.13 | 23.58 | 4.62 | 3.12 |
| % Total Return Rel to Index | 2.61 | -0.35 | 6.46 | -11.60 | -14.86 | 10.14 | 6.65 | 4.52 | 1.78 | -7.31 | 1.73 |
| % Total Return Rel to Peer | 4.25 | 5.27 | 9.71 | -10.10 | -8.23 | 8.63 | 9.71 | 6.99 | 2.90 | -3.19 | 4.72 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 4.00 | 5.00 | 2.00 | 1.00 | 1.00 | 2.00 | 4.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 6.69 | 5.90 | 5.29 | 5.12 | 1.24 | 1.24 | 2.47 | 0.34 | 0.00 | 0.00 |
| Expense Ratio | 0.83 | 0.83 | 0.11 | 0.83 | 0.83 | 0.83 | 0.83 | 0.83 | 0.84 | 0.84 | 0.10 |
* 1 = Top 20%, 5 = Bottom 20%