KVALX Mutual Fund

KVALX Mutual Fund (Kennedy Capital Small Cap Value Fund Class Institutional) is managed by Kennedy Capital Management with $85.4M in net assets. KVALX expense ratio is 0.89%, holding 110 positions across sectors including Industrials, Financials, Health Care. Inception date: 2022-04-27.

KVALX performance shows a YTD return of 23.80%. The 1-year return is 30.14%. KVALX dividend yield stands at 2.97%, paid annually.

KVALX top holdings include Umb Money Market Ii Special (2.9%), Azz Inc (2.0%), Mercury Systems Inc (1.5%), Alamo Group Inc (1.5%), Enersys (1.5%). Go to all KVALX holdings, KVALX sectors, or KVALX dividends.

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