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 214 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% | 5.10B | Dec 2017 | KLCIX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | KLCIX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | 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 43. There are 119 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 99 | — | Aug 2014 | KLCIX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | KLCIX vs VPMCX | |
| Fidelity OTC Portfolio Class K | 93 | — | May 2008 | KLCIX vs FOCKX | |
| Fidelity OTC Portfolio | 93 | — | Dec 1984 | KLCIX vs FOCPX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | KLCIX vs POGRX |
Top Performing KLCIX Alternatives (YTD)
KLCIX is at 15.11% YTD. There are 81 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 66.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 66.81% | — | Mar 2020 | KLCIX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 32.06% | — | Nov 2000 | KLCIX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 30.14% | — | Feb 2004 | KLCIX vs RYGRX | |
| ICON Equity Fund | 28.15% | — | Oct 2002 | KLCIX vs IOLZX | |
| Fidelity OTC K6 Portfolio | 28.00% | — | Jun 2019 | KLCIX vs FOKFX |
Lowest Volatility Alternatives to KLCIX
KLCIX has 15.51% 1-year volatility. There are 188 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.86% | — | Sep 2019 | KLCIX vs BBLIX | |
| Emerald Insights Fund | 9.27% | — | Aug 2014 | KLCIX vs EFCNX | |
| Meridian Enhanced Equity Fund | 9.35% | — | Jan 2005 | KLCIX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.77% | — | Dec 2015 | KLCIX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.88% | — | Apr 2010 | KLCIX vs AWYIX |
Lowest Drawdown Alternatives to KLCIX
KLCIX has a 1-year max drawdown of -15.36%. There are 230 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | -2.90% | — | Aug 2014 | KLCIX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | KLCIX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | KLCIX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | KLCIX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | KLCIX vs AQEIX |
Other Mutual Funds from Federated
The 10 most viewed Federated mutual funds shown here include SVAIX, QILGX, QAMNX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Federated Hermes Strategic Value Dividend Fund | Large Cap Value Equities | 70 | 8.76% | — | Mar 2005 | KLCIX vs SVAIX | |
| Federated Hermes MDT Large Cap Growth Fund | Large Cap Growth Equities | 32 | 9.41% | — | Sep 2005 | KLCIX vs QILGX | |
| Federated Hermes MDT Market Neutral A | Long-Short | 6 | -0.14% | — | Sep 2008 | KLCIX vs QAMNX | |
| Federated Hermes Kaufmann Fd | Mid Cap Growth Equities | 10 | 5.87% | — | Feb 1986 | KLCIX vs KAUFX | |
| Federated Hermes MDT All Cap Core Fund | Large Cap Blend Equities | 56 | 7.80% | — | Oct 2002 | KLCIX vs QIACX | |
| Federated Hermes MDT Mid Cap Growth Fund | Mid Cap Growth Equities | 5 | 1.66% | — | Aug 1984 | KLCIX vs FGSAX | |
| Federated Hermes Institutional High Yield Bond Fun... | High Yield Bonds | 64 | 1.27% | — | Nov 2002 | KLCIX vs FIHBX | |
| Federated Hermes Opportunistic High Yield Bond Fun... | High Yield Bonds | 59 | 1.50% | — | Aug 1984 | KLCIX vs FHYTX | |
| Federated Hermes Prudent Bear Fd | Inverse Equities | 0 | -9.50% | — | Dec 1995 | KLCIX vs BEARX | |
| Federated Hermes International Small-Mid Company F... | Foreign Small & Mid Cap Equities | 38 | 12.00% | — | Feb 1996 | KLCIX vs ISCAX |
Often Compared With KLCIX
Investors most often compare KLCIX with BFGFX, GXXIX, ADX. These 20 comparison targets span 4 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