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Knights of Columbus Large Cap Growth Fund Investor Shares (KCGVX)

17.14
+0.12
+(0.71%)
As of March 3 at 8:00:29 PM EST. Market Open.
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  • Previous Close 17.02
  • YTD Return 3.96%
  • Expense Ratio 1.15%
  • Category Large Growth
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 106.35M
  • Beta (5Y Monthly) 1.01
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 113.00%
  • Last Dividend 0.00
  • Inception Date Jun 30, 2016

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of large-capitalization companies. For purposes of this policy, a large-capitalization company is a company with a market capitalization within the range of the Russell 1000 Growth Index at the time of initial purchase. The equity securities in which the fund invests are primarily common stocks of U.S. companies.

Catholic Investor

Fund Family

Large Growth

Fund Category

106.35M

Net Assets

2016-06-30

Inception Date

Performance Overview: KCGVX

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Trailing returns as of 2/24/2021. Category is Large Growth.

YTD Return

KCGVX
3.96%
Category
12.38%
 

1-Year Return

KCGVX
34.27%
Category
41.70%
 

3-Year Return

KCGVX
17.76%
Category
22.56%
 

5-Year Return

KCGVX
0.00%
Category
21.98%
 

Holdings: KCGVX

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Sector Weightings

SectorKCGVX
Technology   37.44%
Healthcare   13.46%
Industrials   4.56%
Real Estate   1.48%
Utilities   0.00%
Energy   0.00%

Recent News: KCGVX

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Research Reports: KCGVX

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