Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Kensington Asset Management Mutual Funds
View all of Kensington Asset Management’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Kensington Asset Management Mutual Funds List
1 to 9 of 9 Results
Name | Ticker | Morningstar Category | Morningstar Rating for Funds Overall | Portfolio ESG Risk Rating | Total Return YTD | Total Return Rank in Category (Day-End) YTD, Day-End | Adjusted Expense Ratio | Fee Level Distribution | Share Class Type | Minimum Initial Investment |
|---|---|---|---|---|---|---|---|---|---|---|
| Kensington Dynamic Allocation Fund Class A Shares | KAGAX | Tactical Allocation | 9.73% | 26 | 1.680% | Average | Front Load | $1,000 | ||
| Kensington Dynamic Allocation Fund Institutional Class Shares | KAGIX | Tactical Allocation | 9.99% | 26 | 1.430% | Average | Institutional | $25,000 | ||
| Kensington Dynamic Allocation Fund Class C Shares | KAGCX | Tactical Allocation | 9.07% | 31 | 2.430% | Average | Level Load | $1,000 | ||
| Kensington Defender Fund R Class | DFNRX | Global Moderately Conservative Allocation | — | — | 2.500% | High | Retirement, Large | $1,000 | ||
| Kensington Defender Fund Institutional Class | DFNDX | Global Moderately Conservative Allocation | 8.77% | 5 | 1.800% | High | Institutional | $25,000 | ||
| Kensington Active Advantage Fund Institutional Class Shares | KADIX | Tactical Allocation | 6.92% | 48 | 1.610% | Above Average | Institutional | $25,000 | ||
| Kensington Managed Income Fund Class A Shares | KAMAX | Nontraditional Bond | — | −0.44% | 70 | 1.890% | Above Average | Front Load | $1,000 | |
| Kensington Managed Income Fund Class C Shares | KAMCX | Nontraditional Bond | — | −1.12% | 80 | 2.640% | Above Average | Level Load | $1,000 | |
| Kensington Managed Income Fund Institutional Class Shares | KAMIX | Nontraditional Bond | — | −0.25% | 65 | 1.640% | Above Average | Institutional | $25,000 |
Kensington Asset Management Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
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Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
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United States