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Kopernik Global All-Cap Fund (KGGIX)

12.37
-0.02
(-0.16%)
At close: 8:01:25 PM EDT
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  • Previous Close 12.39
  • YTD Return 4.92%
  • Expense Ratio 1.02%
  • Category Foreign Small/Mid Value
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating --
  • Net Assets 1.96B
  • Beta (5Y Monthly) 0.71
  • Yield 4.59%
  • 5y Average Return --
  • Holdings Turnover 43.00%
  • Last Dividend 0.53
  • Inception Date Nov 1, 2013

The fund plans to invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of U.S. and non-U.S. companies of any size. It will invest at least 40% of its net assets in securities of issuers located outside the U.S. and may invest significantly in securities of issuers located in emerging or frontier markets. No more than 35% of the fund's net assets may be invested in securities of companies located in a single country.

Kopernik

Fund Family

Foreign Small/Mid Value

Fund Category

1.96B

Net Assets

2013-11-01

Inception Date

Performance Overview: KGGIX

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Trailing returns as of 4/1/2025. Category is Foreign Small/Mid Value.

YTD Return

KGGIX
4.92%
Category
14.60%
 

1-Year Return

KGGIX
6.81%
Category
46.89%
 

3-Year Return

KGGIX
4.30%
Category
6.61%
 

5-Year Return

KGGIX
13.93%
Category
9.96%
 

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Holdings: KGGIX

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Sector Weightings

SectorKGGIX
Energy   13.72%
Industrials   11.18%
Utilities   6.25%
Healthcare   3.36%
Technology   1.91%
Real Estate   0.60%

Recent News: KGGIX

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Research Reports: KGGIX

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