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.
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 33.52% |
| Worst 1Y Total Return | -5.23% |
| Number of Years Up | 3 |
| Number of Years Down | 1 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| KCGVX | Category Average | KCGVX | Category Average | KCGVX | Category Average | |
| Alpha | 3.46 | 0.03 | 1.06 | 0.04 | -- | 0.01 |
| BETA | 1.01 | 0.01 | 1.01 | 0.01 | -- | 0.01 |
| Mean Annual Return | 1.56 | 0.02 | 1.38 | 0.02 | -- | 0.01 |
| R-squared | 93.25 | 0.89 | 90.97 | 0.87 | -- | 0.87 |
| Standard Deviation | 19.71 | 0.2 | 16.13 | 0.16 | -- | 0.15 |
| Sharpe Ratio | 0.87 | 0.01 | 0.95 | 0.01 | -- | 0.01 |
| Treynor Ratio | 16.44 | 0.21 | 15.12 | 0.21 | -- | 0.15 |
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