Nasdaq - Delayed Quote USD

Federated Hermes Kaufmann Large Cap IS (KLCIX)

24.92 +0.41 (+1.67%)
At close: 8:01 PM EST

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 40.40%
Worst 1Y Total Return --
Number of Years Up 13
Number of Years Down 3

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

Risk Statistics

3 Years5 Years10 Years
KLCIXCategory AverageKLCIXCategory AverageKLCIXCategory Average
Alpha -6.12 0.03 -3.56 0.04 -1.17 0.01
BETA 1.06 0.01 1.03 0.01 1.02 0.01
Mean Annual Return 0.37 0.02 1.07 0.02 1.04 0.01
R-squared 88.91 0.89 88.84 0.87 87.18 0.87
Standard Deviation 19.48 0.2 19.84 0.16 16.69 0.15
Sharpe Ratio 0.03 0.01 0.52 0.01 0.64 0.01
Treynor Ratio -1.31 0.21 8.59 0.21 9.72 0.15

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