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, Energy, Information Technology. 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 12.93%. KCVSX dividend yield stands at 7.78%, paid quarterly.

KCVSX top holdings include Exxon Mobil Corp. (4.6%), Bank of America Corp.: Financials (3.7%), Chevron Corp (3.0%), Citigroup Inc. (2.9%), Goldman Sachs & Co (2.3%). 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.