KLCAX – Federated Hermes Kaufmann Large Cap A Investment Strategy | Morningstar

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Strategy

The investment seeks to provide capital appreciation. 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.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
KLCIX	Federated Hermes Kaufmann Large Cap Fund Institutional Shares	Institutional	Open			Dec 5, 2007	$483.80M	0.840%	High	$1M	−$161.69M
KLCAX	Federated Hermes Kaufmann Large Cap Fund Class A	Front Load	Open			Dec 5, 2007	$501.66M	1.090%	Above Average	$1,500	−$104.12M
KLCCX	Federated Hermes Kaufmann Large Cap Fund Class C	Level Load	Open			Dec 5, 2007	$52.56M	1.890%	Above Average	$1,500	−$14.28M
KLCSX	Federated Hermes Kaufmann Large Cap Fund Class R6	Retirement, Large	Open			Dec 30, 2013	$55.86M	0.780%	High	$0	−$18.00M
KLCKX	Federated Hermes Kaufmann Large Cap Fund Class R Shares	Retirement, Medium	Open			Dec 5, 2007	$46.39M	1.480%	High	$0	−$6.89M

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