Nasdaq - Delayed Quote • USD
Federated Hermes Kaufmann Large Cap C (KLCCX)
As of 8:06 AM EDT. Market Open.
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 | 39.06% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 12 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | 4.01% |
| 5y Average Return | 9.26% |
| Rank in Category (ytd) | 75 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.08 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| KLCCX | Category Average | KLCCX | Category Average | KLCCX | Category Average | |
| Alpha | -6.29 | 0.03 | -3.92 | 0.04 | -1.96 | 0.01 |
| BETA | 1.08 | 0.01 | 1.02 | 0.01 | 1.02 | 0.01 |
| Mean Annual Return | 0.57 | 0.02 | 1.01 | 0.02 | 0.97 | 0.01 |
| R-squared | 90.68 | 0.89 | 89.63 | 0.87 | 87.72 | 0.87 |
| Standard Deviation | 19.96 | 0.2 | 19.85 | 0.16 | 16.5 | 0.15 |
| Sharpe Ratio | 0.2 | 0.01 | 0.5 | 0.01 | 0.62 | 0.01 |
| Treynor Ratio | 1.92 | 0.21 | 8.34 | 0.21 | 9.14 | 0.15 |
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