Federated Hermes Kaufmann Large Cap Fund (KLCIX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with KLCIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to KLCIX
KLCIX charges 0.84% annually. There are 209 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | KLCIX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | KLCIX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | KLCIX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | KLCIX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | KLCIX vs TILIX |
Best Risk-Adjusted Alternatives to KLCIX
KLCIX has a PortfoliosLab risk / return rank of 42. There are 96 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 95 | 92.00B | Nov 1984 | KLCIX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 94 | — | Nov 2004 | KLCIX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 92 | 31.20B | Nov 2001 | KLCIX vs VHCAX | |
| Fidelity OTC Portfolio Class K | 90 | — | May 2008 | KLCIX vs FOCKX | |
| Fidelity OTC Portfolio | 90 | — | Dec 1984 | KLCIX vs FOCPX |
Top Performing KLCIX Alternatives (YTD)
KLCIX is at 14.69% YTD. There are 70 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 69.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 69.44% | — | Mar 2020 | KLCIX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 35.24% | — | Feb 2004 | KLCIX vs RYGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 32.63% | — | Feb 2017 | KLCIX vs FUMIX | |
| Fidelity Focused Stock Fund | 32.36% | — | Nov 1996 | KLCIX vs FTQGX | |
| PrimeCap Odyssey Growth Fund | 31.65% | — | Nov 2004 | KLCIX vs POGRX |
Lowest Volatility Alternatives to KLCIX
KLCIX has 17.18% 1-year volatility. There are 254 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.42%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.42% | — | Sep 2019 | KLCIX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.66% | — | Jan 2005 | KLCIX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.84% | — | Dec 2015 | KLCIX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | KLCIX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.42% | — | Sep 2018 | KLCIX vs GQEPX |
Lowest Drawdown Alternatives to KLCIX
KLCIX has a 1-year max drawdown of -15.36%. There are 225 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | KLCIX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | KLCIX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | KLCIX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | KLCIX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | KLCIX vs DNVYX |
Other Mutual Funds from Federated
The 10 most viewed Federated mutual funds shown here include SVAIX, QILGX, QAMNX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Federated Hermes Strategic Value Dividend Fund | Large Cap Value Equities | 80 | 9.26% | — | Mar 2005 | KLCIX vs SVAIX | |
| Federated Hermes MDT Large Cap Growth Fund | Large Cap Growth Equities | 21 | 4.35% | — | Sep 2005 | KLCIX vs QILGX | |
| Federated Hermes MDT Market Neutral A | Long-Short | 7 | -1.17% | — | Sep 2008 | KLCIX vs QAMNX | |
| Federated Hermes Kaufmann Fd | Mid Cap Growth Equities | 17 | 10.68% | — | Feb 1986 | KLCIX vs KAUFX | |
| Federated Hermes MDT All Cap Core Fund | Large Cap Blend Equities | 46 | 5.68% | — | Oct 2002 | KLCIX vs QIACX | |
| Federated Hermes MDT Mid Cap Growth Fund | Mid Cap Growth Equities | 4 | 0.10% | — | Aug 1984 | KLCIX vs FGSAX | |
| Federated Hermes High-Yield Strategy Portfolio | High Yield Bonds | 67 | 1.19% | — | Dec 2008 | KLCIX vs FHYSX | |
| Federated Hermes Prudent Bear Fd | Inverse Equities | 0 | -7.65% | — | Dec 1995 | KLCIX vs BEARX | |
| Federated Hermes Institutional High Yield Bond Fun... | High Yield Bonds | 61 | 1.04% | — | Nov 2002 | KLCIX vs FIHBX | |
| Federated Hermes Opportunistic High Yield Bond Fun... | High Yield Bonds | 52 | 1.34% | — | Aug 1984 | KLCIX vs FHYTX |
Often Compared With KLCIX
Investors most often compare KLCIX with BFGFX, ISCAX, GXXIX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare KLCIX with Any Fund or Stock
Compare KLCIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair KLCIX with funds that move differently
Federated Hermes Kaufmann Large Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to KLCIX.
Explore KLCIX Diversifiers