KLCIX Mutual Fund
KLCIX Mutual Fund
Federated Hermes Kaufmann Large Cap Fund Institutional Class
KLCIX Mutual Fund Overview
KLCIX Mutual Fund (Federated Hermes Kaufmann Large Cap Fund Institutional Class) is managed by Federated Hermes with $464.3M in net assets. KLCIX expense ratio is 0.84%, holding 46 positions across sectors including Information Technology, Unknown, Communication Services. Inception date: 2007-12-05.
KLCIX performance shows a YTD return of 15.77%. The 1-year return is 25.62% and the 5-year return is 28.63%. KLCIX dividend yield stands at 25.69%, paid annually.
KLCIX top holdings include Nvidia Corp (11.0%), Microsoft Corp 4.100 Feb 06 37 (7.2%), 'alphabet Inc., Class 'a'' (6.4%), Amazon.Com Inc (5.7%), Broadcom Inc (4.5%). View all KLCIX holdings, sector breakdown, or dividend history.
KLCIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. KLCIX alternatives are available via the screener, along with tax-loss harvesting opportunities.