Nasdaq - Delayed Quote USD
Federated Hermes Kaufmann Large Cap IS (KLCIX)
At close: 8:01 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 23.04% |
| 5y Average Return | 12.26% |
| Number of Years Up | 13 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Nov 6, 2024) | 40.40% |
| Worst 1Y Total Return (Nov 6, 2024) | -- |
| Best 3Y Total Return | 40.40% |
| Worst 3Y Total Return | 0.89% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
KLCIX
Category
- YTD
- 18.42%
- 12.38%
- 1-Month
- -0.34%
- 5.09%
- 3-Month
- 5.55%
- 10.28%
- 1-Year
- 38.19%
- 41.70%
- 3-Year
- 2.62%
- 22.56%
- 5-Year
- 11.40%
- 21.98%
- 10-Year
- 11.70%
- 15.99%
- Last Bull Market
- 28.35%
- 25.99%
- Last Bear Market
- -19.56%
- -17.29%
Annual Total Return (%) History
Year
KLCIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 9.99% | 5.07% | 2.82% | -- |
| 2023 | 6.42% | 9.67% | -0.61% | 14.39% |
| 2022 | -13.20% | -19.56% | -5.48% | 6.36% |
| 2021 | -2.44% | 11.45% | 0.70% | 3.95% |
| 2020 | -15.40% | 26.64% | 10.01% | 9.06% |
| 2019 | 18.47% | 7.27% | 0.18% | 8.50% |
| 2018 | 4.79% | 3.02% | 8.65% | -14.64% |
| 2017 | 8.17% | 5.40% | 3.65% | 4.57% |
| 2016 | -3.08% | 2.90% | 4.74% | 0.15% |
| 2015 | 7.50% | 0.61% | -8.00% | 3.64% |
| 2014 | 0.41% | 5.72% | 1.78% | 3.77% |
| 2013 | 9.05% | 2.69% | 14.18% | 7.16% |
| 2012 | 21.23% | -7.67% | 6.64% | 5.86% |
| 2011 | 2.12% | 2.51% | -18.40% | 10.16% |
| 2010 | 7.22% | -8.54% | 11.54% | 12.26% |
| 2009 | -6.19% | 24.15% | 17.90% | 2.25% |
| 2008 | -5.10% | 0.00% | -10.85% | -21.37% |
Rank in Category (By Total Return)
| YTD | 72 |
| 1-Month | 42 |
| 3-Month | 20 |
| 1-Year | 71 |
| 3-Year | 79 |
| 5-Year | 90 |
Load Adjusted Returns
| 1-Year | 38.19% |
| 3-Year | 2.62% |
| 5-Year | 11.40% |
| 10-Year | 11.70% |
Performance & Risk
| YTD Return | 23.04% |
| 5y Average Return | 12.26% |
| Rank in Category (ytd) | 72 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.06 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Growth |
| Fund Family | Federated |
| Net Assets | 1.47B |
| YTD Return | 18.42% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Dec 30, 2013 |
Fund Summary
The fund invests primarily in the common stocks of large companies that are traded on national security exchanges, the NASDAQ stock market and on the over-the-counter market. It will normally invest at least 80% of its net assets (which include the amount of any borrowings for investment purposes) in large-cap companies and will notify shareholders at least 60 days in advance of any change in its investment policies that would permit the fund to normally invest less than 80% of its net assets in investments in large companies.
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