Federated Hermes Kaufmann Large Cap Fund

Shareclass
Federated Hermes Kaufmann Large Cap R (KLCKX)
Type
Open-end mutual fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Federated Hermes Kaufmann Large Cap Fund

FUND COVERAGE
# of holdings45
% of assets97%
Score
53 / 100
Rank

29.8 percentile

Group: U.S. Large Cap Equity

Rank: #1,028 out of 1,462

Grade
D

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

25 / 40

Gender Equality: Equal Compensation and Work Life Balance

9 / 30

Gender Equality: Policies Promoting Gender Equality

18 / 20

Gender Equality: Commitment, Transparency, and Accountability

1 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. AstraZeneca PLC
         % of fund invested: 1.27%
         $USD invested: $16.39M
  • 2. Boston Scientific Corp
         % of fund invested: 1.25%
         $USD invested: $16.01M
  • 3. JPMorgan Chase & Co
         % of fund invested: 0.63%
         $USD invested: $8.14M
  • 4. Uber Technologies Inc
         % of fund invested: 1.06%
         $USD invested: $13.67M
  • 5. Vertex Pharmaceuticals Inc
         % of fund invested: 0.71%
         $USD invested: $9.07M
  • 6. Microsoft Corp
         % of fund invested: 8.09%
         $USD invested: $103.95M
  • 7. S&P Global Inc
         % of fund invested: 1.69%
         $USD invested: $21.71M
  • 8. BlackRock Inc
         % of fund invested: 1.37%
         $USD invested: $17.66M
  • 9. Trane Technologies PLC Class A
         % of fund invested: 2.25%
         $USD invested: $28.95M
  • 10. Ecolab Inc
         % of fund invested: 0.55%
         $USD invested: $7.09M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Shopify Inc Registered Shs -A- Subord Vtg
         % of fund invested: 3.07%
         $USD invested: $39.47M
  • 2. CrowdStrike Holdings Inc Class A
         % of fund invested: 1.76%
         $USD invested: $22.58M
  • 3. Snowflake Inc Ordinary Shares
         % of fund invested: 1.87%
         $USD invested: $24M
  • 4. NextEra Energy Inc
         % of fund invested: 0.75%
         $USD invested: $9.68M
  • 5. Broadcom Inc
         % of fund invested: 4.55%
         $USD invested: $58.46M
  • 6. Quanta Services Inc
         % of fund invested: 2.98%
         $USD invested: $38.25M
  • 7. Micron Technology Inc
         % of fund invested: 1.28%
         $USD invested: $16.46M
  • 8. Costco Wholesale Corp
         % of fund invested: 2.8%
         $USD invested: $36.01M
  • 9. Datadog Inc Class A
         % of fund invested: 1.08%
         $USD invested: $13.9M
  • 10. Veeva Systems Inc Class A
         % of fund invested: 0.71%
         $USD invested: $9.19M

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Federated Hermes Kaufmann Large Cap Fund

Totals

Holdings
Assets
Weight
Prisons
6
$278.26M
22%
     Prisons high risk
1
$10.61M
0.83%
     Private prisons
0
$0
0%
Borders
5
$258.07M
20%
     Borders high risk
1
$10.61M
0.83%
Total
7
$299M
23%
Full fund results

Holdings — 7 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$103.95M
8.09%
Prisons
Borders :
$103.95M
8.09%
2.
Amazon.com Inc
Prisons
Borders
$67.19M
5.23%
Prisons
Borders :
$67.19M
5.23%
3.
Alphabet Inc Class A
Prisons
Borders
$55.57M
4.32%
Prisons
Borders :
$55.57M
4.32%
4.
Costco Wholesale Corp
Prisons
$36.01M
2.8%
Prisons
$36.01M
2.8%
5.
Salesforce Inc
Borders
$20.74M
1.61%
Borders :
$20.74M
1.61%
6.
Axon Enterprise Inc
Prisons
Borders
$10.61M
0.83%
Prisons
Borders :
$10.61M
0.83%
7.
Walmart Inc
Prisons
$4.93M
0.38%
Prisons
$4.93M
0.38%
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