Nasdaq - Delayed Quote USD

Kempner Multi-Cap Deep Value Instl (FIKDX)

11.35
-0.23
(-1.99%)
At close: 8:04:41 PM EDT
Loading Chart for FIKDX
  • Previous Close 11.58
  • YTD Return -3.95%
  • Expense Ratio 0.97%
  • Category Large Value
  • Last Cap Gain 16.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 86.72M
  • Beta (5Y Monthly) 1.00
  • Yield 2.39%
  • 5y Average Return --
  • Holdings Turnover 37.00%
  • Last Dividend 0.06
  • Inception Date Apr 25, 2008

The fund invests primarily in common stocks, but may also invest in other types of equity securities, such as real estate investment trusts ("REITs"), American Depositary Receipts ("ADRs"), or other similar publicly traded securities (such as convertible preferred stocks and convertible debentures). The Adviser generally selects securities for the fund's portfolio based on individual stocks rather than on industries or industry groups.

Kempner

Fund Family

Large Value

Fund Category

86.72M

Net Assets

2008-04-25

Inception Date

Performance Overview: FIKDX

View More

Trailing returns as of 5/20/2025. Category is Large Value.

YTD Return

FIKDX
3.95%
Category
4.44%
 

1-Year Return

FIKDX
3.20%
Category
14.37%
 

3-Year Return

FIKDX
7.22%
Category
6.04%
 

5-Year Return

FIKDX
13.11%
Category
9.20%
 

People Also Watch

Holdings: FIKDX

View More

Sector Weightings

SectorFIKDX
Healthcare   18.29%
Technology   18.09%
Energy   12.49%
Real Estate   5.13%
Industrials   2.69%
Utilities   2.26%

Recent News: FIKDX

View More

Research Reports: FIKDX

View More

Top Mutual Funds