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Knights of Columbus Large Cap Value I (KCVIX)

17.09
+0.04
+(0.23%)
At close: 8:01:25 PM EDT
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  • Previous Close 17.05
  • YTD Return 4.25%
  • Expense Ratio 0.76%
  • Category Large Value
  • Last Cap Gain 28.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 260.45M
  • Beta (5Y Monthly) 0.87
  • Yield 1.30%
  • 5y Average Return --
  • Holdings Turnover 36.00%
  • Last Dividend 0.08
  • Inception Date Jul 14, 2015

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 Bloomberg 1000 Value Total Return Index at the time of initial purchase. The equity securities in which the fund invests are primarily common stocks of U.S. companies.

Knights of Columbus Asset Advisors

Fund Family

Large Value

Fund Category

260.45M

Net Assets

2015-07-14

Inception Date

Performance Overview: KCVIX

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Trailing returns as of 3/31/2025. Category is Large Value.

YTD Return

KCVIX
4.25%
Category
4.44%
 

1-Year Return

KCVIX
15.13%
Category
14.37%
 

3-Year Return

KCVIX
10.85%
Category
6.04%
 

5-Year Return

KCVIX
13.69%
Category
9.20%
 

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Holdings: KCVIX

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Sector Weightings

SectorKCVIX
Industrials   12.16%
Healthcare   9.50%
Energy   9.28%
Technology   8.32%
Real Estate   5.93%
Utilities   5.43%

Recent News: KCVIX

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Research Reports: KCVIX

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