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Federated Hermes Kaufmann Large Cap Fund Class R: (MF: KLCKX)
(NASDAQ Mutual Funds) As of Aug 22, 2025 08:00 PM ET
$14.59 USD
+0.19 (1.32%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Jul 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 10.79 | 15 |
| 3 months | 17.21 | 25 |
| 6 months | 7.60 | 10 |
| 1 Year | 22.78 | 14 |
| 3 Year | 18.32 | 22 |
| 5 Year | 10.06 | 79 |
| 10 Year | 11.47 | 43 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 1,088.18 |
Load Adjusted Returns as of Jul 31, 2025
| 1 Year | 16.69 |
| 5 Year | 10.84 |
| 10 Year | 11.47 |
| Since Inception | 11.16 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -8.89 | 19.11 | NA | NA |
| 2024 | 9.80 | 4.89 | 2.69 | 4.71 |
| 2023 | 6.19 | 9.57 | -0.77 | 14.26 |
| 2022 | -13.32 | -19.66 | -5.66 | 6.18 |
| 2021 | -2.57 | 11.23 | 0.54 | 3.79 |
| 2020 | -15.51 | 26.38 | 9.85 | 8.92 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 10.79 | 23.85 | 31.92 | -30.25 | 13.09 | 27.77 | 37.25 | -0.48 | 22.78 | 3.91 | 2.52 |
| % Total Return Rel to Index | 2.21 | -1.17 | 5.67 | -12.04 | -15.59 | 9.36 | 5.76 | 3.91 | 0.98 | -8.02 | 1.13 |
| % Total Return Rel to Peer | 3.85 | 4.45 | 8.92 | -10.55 | -8.96 | 7.85 | 8.82 | 6.38 | 2.10 | -3.90 | 4.12 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 4.00 | 5.00 | 2.00 | 1.00 | 1.00 | 3.00 | 4.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 6.69 | 5.90 | 5.29 | 5.12 | 1.24 | 1.24 | 2.47 | 0.34 | 0.00 | 0.00 |
| Expense Ratio | 1.47 | 1.47 | 0.15 | 1.47 | 1.47 | 1.46 | 1.46 | 1.47 | 1.47 | 1.47 | 0.14 |
* 1 = Top 20%, 5 = Bottom 20%