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 212 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Growth Index Fund Institutional Shares | 0.03% | 378.80B | May 1998 | KLCIX vs VIGIX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | KLCIX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | KLCIX vs FSPGX | |
| Nuveen Large Cap Growth Index Fund R6 Class | 0.05% | — | Oct 2002 | KLCIX vs TILIX | |
| Vanguard Mega Cap Growth Index Fund Institutional ... | 0.05% | — | Apr 2008 | KLCIX vs VMGAX |
Best Risk-Adjusted Alternatives to KLCIX
KLCIX has a PortfoliosLab risk / return rank of 27. There are 112 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 91 | — | Feb 1969 | KLCIX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 90 | 96.10B | Nov 1984 | KLCIX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 84 | 32.70B | Nov 2001 | KLCIX vs VHCAX | |
| Fidelity Stock Selector All Cap Fund | 80 | — | Sep 1990 | KLCIX vs FDSSX | |
| Fidelity Advisor Stock Selector All Cap Fund Class... | 80 | — | Aug 2013 | KLCIX vs FZAPX |
Top Performing KLCIX Alternatives (YTD)
KLCIX is at 10.37% YTD. There are 71 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 29.13%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 29.13% | — | Mar 2020 | KLCIX vs ONERX | |
| ICON Equity Fund | 28.55% | — | Oct 2002 | KLCIX vs IOLZX | |
| Chase Growth Fund | 22.03% | — | Dec 1997 | KLCIX vs CHASX | |
| Chase Growth Fund Institutional Class | 22.03% | — | Jan 2007 | KLCIX vs CHAIX | |
| Glenmede Quantitative U.S. Large Cap Growth Equity... | 21.57% | — | Feb 2004 | KLCIX vs GTLLX |
Lowest Volatility Alternatives to KLCIX
KLCIX has 18.25% 1-year volatility. There are 270 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.77%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.77% | — | Sep 2019 | KLCIX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.95% | — | Jan 2005 | KLCIX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.24% | — | Apr 2010 | KLCIX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | KLCIX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.60% | — | Sep 2018 | KLCIX vs GQEPX |
Lowest Drawdown Alternatives to KLCIX
KLCIX has a 1-year max drawdown of -15.36%. There are 223 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 | 95 | 15.54% | — | Mar 2005 | KLCIX vs SVAIX | |
| Federated Hermes MDT Large Cap Growth Fund | Large Cap Growth Equities | 13 | 2.79% | — | Sep 2005 | KLCIX vs QILGX | |
| Federated Hermes MDT Market Neutral A | Long-Short | 43 | 4.89% | — | Sep 2008 | KLCIX vs QAMNX | |
| Federated Hermes MDT All Cap Core Fund | Large Cap Blend Equities | 46 | 8.82% | — | Oct 2002 | KLCIX vs QIACX | |
| Federated Hermes Kaufmann Fd | Mid Cap Growth Equities | 12 | 8.01% | — | Feb 1986 | KLCIX vs KAUFX | |
| Federated Hermes High-Yield Strategy Portfolio | High Yield Bonds | 60 | 0.87% | — | Dec 2008 | KLCIX vs FHYSX | |
| Federated Hermes MDT Mid Cap Growth Fund | Mid Cap Growth Equities | 3 | -0.99% | — | Aug 1984 | KLCIX vs FGSAX | |
| Federated Hermes Opportunistic High Yield Bond Fun... | High Yield Bonds | 45 | 1.32% | — | Aug 1984 | KLCIX vs FHYTX | |
| Federated Hermes Institutional High Yield Bond Fun... | High Yield Bonds | 49 | 0.74% | — | Nov 2002 | KLCIX vs FIHBX | |
| Federated Hermes Prudent Bear Fd | Inverse Equities | 0 | -6.86% | — | Dec 1995 | KLCIX vs BEARX |
Often Compared With KLCIX
Investors most often compare KLCIX with BFGFX, ACIHX, ISCAX. 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