KVALX Mutual Fund (Kennedy Capital Small Cap Value Fund Class Institutional) is managed by Kennedy Capital Management with $86.4M in net assets. KVALX expense ratio is 0.89%, holding 110 positions across sectors including Industrials, Financials, Health Care. Inception date: 2022-04-27.

KVALX performance shows a YTD return of 25.72%. The 1-year return is 38.55%. KVALX dividend yield stands at 2.92%, paid annually.

KVALX top holdings include Azz Inc (1.9%), Hf Sinclair Corp. (1.7%), Northern Oil And Gas Inc Common Stock Usd 0.001 (1.6%), Valmont Industries Inc (1.6%), Bank Ozk Inc. (1.6%). View all KVALX holdings, sector breakdown, or dividend history.

KVALX can be compared against other funds using the overlap calculator or side-by-side comparison tool. KVALX alternatives are available via the screener, along with tax-loss harvesting opportunities.