KCVSX Mutual Fund

KCVSX Mutual Fund (Knights of Columbus Large Cap Value Fund S Class) is managed by Knights Of Columbus Asset Advisors. KCVSX expense ratio is 0.85%, holding 78 positions across sectors including Financials, Information Technology, Energy. Inception date: 2015-07-14.

KCVSX performance shows a YTD return of 17.49%. The 1-year return is 29.48% and the 5-year return is 12.88%. KCVSX dividend yield stands at 7.69%, paid quarterly.

KCVSX top holdings include Exxon Mobil Corp. (3.9%), Bank of America Corp.: Financials (3.8%), Citigroup Inc. (3.1%), Chevron Corp (2.5%), Goldman Sachs Group Inc/The (2.4%). Go to all KCVSX holdings, KCVSX sectors, or KCVSX dividends.

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