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Federated Hermes Kaufmann Large Cap Fund Class A KLCAX

Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.

Fund and replication metrics

KLCAX compared with its replication portfolio
MeasureKLCAXReplication
Annualized growth10.2%11.3%
Annualized volatility20.3%19.7%
Sharpe ratio0.580.64
Maximum drawdown36.8%33.5%
Replication fit (R²)0.96 · Tracking error 4.1%

Replication portfolio

The published portfolio below is the investable basket used to model KLCAX’s historical return behavior.

KLCAX replication basket weights
TickerBuilding blockWeight
VUGStyle · Growth55.6%
VOTMid-Cap · Growth20.8%
MTUMFactor · Momentum18.3%
EFGIntl · Growth3.1%
XLVSector · Healthcare2.2%