Federated Hermes Kaufmann Large Cap Fund Institutional Shares (KLCIX) Research

This fund's primary objective is to achieve capital growth. It predominantly invests in common stocks issued by substantial corporations, which are traded across major national securities exchanges, the NASDAQ market, and the over-the-counter market. Typically, at least 80% of the fund's net assets (including any capital obtained through borrowing for investment purposes) will be allocated to large-capitalization companies. Should the fund decide to modify its investment policy to permit less than an 80% allocation to large companies, shareholders will receive notification a minimum of 60 days in advance of such a change.

Market snapshot

Symbol
KLCIX
Price
$19.51
Day change
+1.67%
Market cap
$1.2B
52-week range
14.9-22.78
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Brown Advisory Small-Cap Fundamental Value Fund Advisor Shs (BAUAX)
  • Baird Mid Cap Growth Fund - Institutional Class (BMDIX)
  • Baird Mid Cap Growth Fund - Investor Class (BMDSX)
  • Calvert International Responsible Idx A (CDHAX)
  • Calvert International Responsible Idx I (CDHIX)
  • Calvert International Responsible Idx R6 (CDHRX)
  • Marshfield Concentrated Opportunity (MRFOX)
  • Royce Total Return Fund Service Class (RYTFX)

Open Federated Hermes Kaufmann Large Cap Fund Institutional Shares (KLCIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.