KSVLX Mutual Fund

KSVLX Mutual Fund

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Fund Essentials

Net Assets
-
Expense Ratio
1.14%
Dividend Yield (Current)
-
Holdings
110
Inception Date
Apr 27, 2022
Fund Family
Kennedy Capital Management
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

Asset Allocation

Stocks: 98.61%
Cash: 1.39%

Top Holdings

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Peer Comparison

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PRO
Peer outperformance: PRO
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Peer Avg
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KSVLX Mutual Fund Overview

KSVLX Mutual Fund (Kennedy Capital Small Cap Value Fund Class Investor) is managed by Kennedy Capital Management. KSVLX expense ratio is 1.14%, holding 110 positions across various sectors. Inception date: 2022-04-27.

KSVLX performance shows data across multiple time periods..

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

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