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Nasdaq - Delayed Quote USD
Knights of Columbus U.S. All Cap Idx I (KCXIX)
16.18
-0.92
(-5.38%)
At close: 8:01:25 PM EDT
Investment Information
- Min Initial Investment
- 25,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- 250
- Min Subsequent Investment
- 25,000
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- 2.5
Broker Availability
- Schwab Institutional
- Vanguard
- (Junk)CommonWealth PPS
- Fidelity Retail FundsNetwork
- Fidelity Institutional FundsNetwork
- Cetera Advisors LLC- PAM, PRIME, Premier
- Cetera Advisor Networks LLC- PAM, PRIME, Premier
- Commonwealth Universe
- Vanguard TF
- Cetera Financial Specialists LLC- Premier
- Schwab All (Retail, Instl, Retirement)
- Pershing Retirement Plan Network
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- Allowab (non-advisory)
- Mid Atlantic Clearing and Settlement
Fund Summary
Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in securities included in the index and other instruments with economic characteristics similar to such securities.
Fund Overview
| Category | Large Blend |
| Fund Family | Knights of Columbus Asset Advisors |
| Net Assets | 209.56M |
| YTD Return | 0.56% |
| Yield | 1.07% |
| Morningstar Rating | |
| Inception Date | Dec 31, 2019 |
Performance & Risk
| YTD Return | -5.20% |
| 5y Average Return | 20.03% |
| Rank in Category (ytd) | 81 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.08 |
| Morningstar Risk Rating |
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