Nasdaq - Delayed Quote USD
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.
Performance Overview
| Morningstar Return Rating | 3 |
| YTD Return | 10.45% |
| 5y Average Return | 0.00% |
| Number of Years Up | 3 |
| Number of Years Down | 1 |
| Best 1Y Total Return (Feb 4, 2019) | 33.52% |
| Worst 1Y Total Return (Feb 4, 2019) | -5.23% |
| Best 3Y Total Return | 33.52% |
| Worst 3Y Total Return | 15.96% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
KCGVX
Category
- YTD
- 3.96%
- 12.38%
- 1-Month
- -0.57%
- 5.09%
- 3-Month
- 10.58%
- 10.28%
- 1-Year
- 34.27%
- 41.70%
- 3-Year
- 17.76%
- 22.56%
- 5-Year
- 0.00%
- 21.98%
- 10-Year
- 0.00%
- 15.99%
- Last Bull Market
- 0.00%
- 25.99%
- Last Bear Market
- 0.00%
- -17.29%
Annual Total Return (%) History
Year
KCGVX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2020 | -15.02% | 27.59% | 10.95% | 10.98% |
| 2019 | 14.72% | 4.97% | -1.81% | 10.29% |
| 2018 | 1.58% | 5.53% | 7.96% | -18.11% |
| 2017 | 7.43% | 3.78% | 4.80% | 7.98% |
| 2016 | 4.59% | 0.51% | -- | -- |
Rank in Category (By Total Return)
| YTD | 49 |
| 1-Month | 25 |
| 3-Month | 63 |
| 1-Year | 49 |
| 3-Year | 64 |
| 5-Year | 68 |
Load Adjusted Returns
| 1-Year | 33.52% |
| 3-Year | 18.17% |
| 5-Year | 16.41% |
| 10-Year | -- |
Performance & Risk
| YTD Return | 10.45% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 49 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.01 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Growth |
| Fund Family | Catholic Investor |
| Net Assets | 106.35M |
| YTD Return | 3.96% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Jun 30, 2016 |
Fund Summary
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.
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