KCSVX Mutual Fund

KCSVX Mutual Fund

NAV$14.24
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Fund Essentials

Net Assets
-
Expense Ratio
1.30%
Dividend Yield (Current)
-
Holdings
101
Inception Date
Jun 30, 2016
Fund Family
Knights Of Columbus Asset Advisors
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly

Performance

YTD+3.52%
1 Year+13.66%

Asset Allocation

Stocks: 95.54%
Bonds: 0.99%
Other: 3.46%
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

KCSVX Mutual Fund Overview

KCSVX Mutual Fund (Knights of Columbus Small Cap Fund Investor shares) is managed by Knights Of Columbus Asset Advisors. KCSVX expense ratio is 1.30%, holding 101 positions across various sectors. Inception date: 2016-06-30.

KCSVX performance shows a YTD return of 3.52%. The 1-year return is 13.66%.

KCSVX top holdings include a diversified portfolio. Go to all KCSVX holdings, KCSVX sectors, or KCSVX dividends.

KCSVX can be compared against other funds. Use KCSVX overlap to find shared positions, or KCSVX vs another fund for a side-by-side view. KCSVX alternatives are available via the screener, along with tax-loss harvesting opportunities.