Morningstar

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 Institutional Class SharesKAGIXTactical Allocation
12.50%231.430%AverageInstitutional$25,000
Kensington Dynamic Allocation Fund Class A SharesKAGAXTactical Allocation
12.27%251.680%AverageFront Load$1,000
Kensington Dynamic Allocation Fund Class C SharesKAGCXTactical Allocation
11.66%282.430%AverageLevel Load$1,000
Kensington Defender Fund R ClassDFNRXGlobal Moderately Conservative Allocation
——2.500%HighRetirement, Large$1,000
Kensington Defender Fund Institutional ClassDFNDXGlobal Moderately Conservative Allocation
10.42%31.800%HighInstitutional$25,000
Kensington Active Advantage Fund Institutional Class SharesKADIXTactical Allocation
8.31%471.610%Above AverageInstitutional$25,000
Kensington Managed Income Fund Class C SharesKAMCXNontraditional Bond—−1.34%822.640%Above AverageLevel Load$1,000
Kensington Managed Income Fund Class A SharesKAMAXNontraditional Bond—−0.66%771.890%Above AverageFront Load$1,000
Kensington Managed Income Fund Institutional Class SharesKAMIXNontraditional Bond—−0.46%751.640%Above AverageInstitutional$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

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

Sponsor Center