KVALX Mutual Fund
KVALX Mutual Fund
NAV$14.89
AUM$85M
TER0.89%
Holdings110
See how much of KVALX you already own
KVALX Mutual Fund
NAV$14.89
Kennedy Capital Small Cap Value Fund Class Institutional
AUM$85M
TER0.89%
Holdings110
See how much of KVALX you already own
KVALX Mutual Fund Sector Allocation
KVALX sector allocation breaks down across Industrials (23.6%), Financials (23.3%), Health Care (10.7%), Real Estate (8.1%), Consumer Discretionary (7.7%). Across 110 holdings, this breakdown reveals the mutual fund's investment focus and diversification.
KVALX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.
KVALX by country shows geographic exposure. KVALX overlap reveals how sector exposure compares with other funds.