Federated Hermes Kaufmann Large Cap Fund (KLCIX)
The investment seeks to provide capital appreciation. 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.
Fund Info
US3141724126
314172412
Dec 5, 2007
$1,000,000
Large-Cap
Growth
Expense Ratio
KLCIX features an expense ratio of 0.84%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Federated Hermes Kaufmann Large Cap Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Federated Hermes Kaufmann Large Cap Fund had a return of 3.91% year-to-date (YTD) and -8.52% in the last 12 months. Over the past 10 years, Federated Hermes Kaufmann Large Cap Fund had an annualized return of -0.21%, while the S&P 500 had an annualized return of 11.26%, indicating that Federated Hermes Kaufmann Large Cap Fund did not perform as well as the benchmark.
KLCIX
3.91%
0.10%
-16.58%
-8.52%
-9.36%
-0.21%
^GSPC (Benchmark)
4.01%
1.13%
9.82%
22.80%
12.93%
11.26%
Monthly Returns
The table below presents the monthly returns of KLCIX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.99% | 3.91% | |||||||||||
| 2024 | 2.71% | 5.13% | 1.86% | -4.56% | 3.40% | 6.48% | -2.91% | 3.67% | 2.16% | -0.34% | 7.38% | -27.36% | -7.63% |
| 2023 | 6.16% | -3.60% | 3.98% | 1.72% | 1.79% | 5.92% | 3.67% | 0.17% | -4.29% | -1.98% | 11.38% | -19.87% | 1.48% |
| 2022 | -11.31% | -4.41% | 2.37% | -11.59% | -3.29% | -5.92% | 9.58% | -4.67% | -9.52% | 8.37% | 4.36% | -25.47% | -44.38% |
| 2021 | -2.61% | 1.04% | -0.86% | 6.61% | -0.65% | 5.21% | 3.77% | 3.13% | -5.91% | 6.10% | -3.60% | -11.58% | -0.98% |
| 2020 | 2.51% | -5.44% | -12.72% | 13.22% | 8.76% | 2.84% | 5.85% | 6.85% | -2.73% | -3.87% | 11.31% | -1.57% | 24.14% |
| 2019 | 9.30% | 5.14% | 3.09% | 4.70% | -4.49% | 7.27% | 2.57% | -1.41% | -0.93% | 2.06% | 4.50% | -2.61% | 32.24% |
| 2018 | 7.42% | -1.44% | -1.02% | -0.24% | 3.55% | -0.27% | 1.93% | 5.94% | 0.61% | -9.88% | 2.80% | -16.76% | -9.54% |
| 2017 | 3.96% | 2.69% | 1.33% | 2.44% | 2.75% | 0.13% | 1.83% | 1.27% | 0.52% | 2.62% | 2.26% | -1.76% | 21.83% |
| 2016 | -8.28% | -0.46% | 6.17% | 1.42% | 3.40% | -1.88% | 4.79% | 0.41% | -0.46% | -2.29% | 1.61% | 0.87% | 4.62% |
| 2015 | 0.16% | 7.55% | -0.20% | -0.05% | 2.70% | -1.99% | 2.08% | -5.75% | -4.37% | 5.17% | 0.84% | -2.28% | 3.12% |
| 2014 | -2.13% | 6.17% | -3.36% | -1.06% | 3.16% | 3.58% | -0.89% | 3.82% | -1.08% | 2.08% | 3.06% | -4.95% | 8.05% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of KLCIX is 3, meaning it’s performing worse than 97% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Federated Hermes Kaufmann Large Cap Fund (KLCIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Federated Hermes Kaufmann Large Cap Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Federated Hermes Kaufmann Large Cap Fund was 56.47%, occurring on Jan 14, 2025. The portfolio has not yet recovered.
The current Federated Hermes Kaufmann Large Cap Fund drawdown is 54.57%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -56.47% | Nov 17, 2021 | 792 | Jan 14, 2025 | — | — | — |
| -51.79% | May 19, 2008 | 200 | Mar 5, 2009 | 414 | Oct 25, 2010 | 614 |
| -34.03% | Feb 20, 2020 | 23 | Mar 23, 2020 | 74 | Jul 8, 2020 | 97 |
| -28.31% | Oct 1, 2018 | 59 | Dec 24, 2018 | 131 | Jul 3, 2019 | 190 |
| -23.66% | May 2, 2011 | 108 | Oct 3, 2011 | 111 | Mar 13, 2012 | 219 |
Volatility
Volatility Chart
The current Federated Hermes Kaufmann Large Cap Fund volatility is 5.12%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.