KESGX Mutual Fund

NAV$19.34

AUM$89M

TER0.82%

Holdings99

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KESGX Mutual Fund

NAV$19.34

Kennedy Capital ESG SMID Cap Fund

AUM$89M

TER0.82%

Holdings99

See how much of KESGX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Top Countries

#	Country	Region	Allocation
1	US	Global	96.88%
2	United Kingdom	Europe	1.96%
3	Ireland	Europe	0.70%
4	Bermuda	North America	0.62%
5	Netherlands	Europe	0.51%

KESGX Mutual Fund Geographic Allocation

KESGX geographic allocation spans US (96.9%), United Kingdom (2.0%), Ireland (0.7%), Bermuda (0.6%), Netherlands (0.5%). The fund covers 3 regions.

KESGX country exposure helps investors assess international diversification and geopolitical risk. KESGX sectors alongside geography give a fuller picture of portfolio allocation.