Morningstar

Federated Hermes Kaufmann Large Cap R KLCKX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Federated Hermes Investment Hub

Morningstar’s Analysis KLCKX

Will KLCKX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable KLCKX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the KLCKX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of KLCKX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Much left to be desired.

Analyst David Carey

David Carey

Analyst

Summary

Federated Hermes Kaufmann Large Cap’s mounting succession concerns warrant a People Pillar downgrade to Below Average from Average. There are more competitive large-growth options available.

by David Carey
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