KCVSX Mutual Fund

KCVSX Mutual Fund (Knights of Columbus Large Cap Value Fund S Class) is managed by Knights Of Columbus Asset Advisors with $700,000 in net assets. KCVSX expense ratio is 0.85%, holding 85 positions across sectors including Financials, Energy, Information Technology. Inception date: 2015-07-14.

KCVSX performance shows a YTD return of 18.84%. The 1-year return is 34.66% and the 5-year return is 19.01%. KCVSX dividend yield stands at 1.96%, paid quarterly.

KCVSX top holdings include Exxonmobil Corp. (4.5%), Bank of America Corp.: Financials (4.0%), Chevron Corp (3.0%), Citigroup Inc. (2.5%), Valero Energy (2.2%). 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.