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KKM

KKM Parent Rating

Average

KKM has some investor-friendly attributes, but other attributes warrant caution, leading to an Average Parent Pillar rating.

Looking at the firm's risk-adjusted performance, the product lineup compares similarly to competitors. Across its open-end and exchange-traded funds, the firm's average overall Morningstar Rating is 3.0 stars. Average asset-weighted tenure of seven years among the longest-tenured managers at KKM is on par with peer firms. In isolation, seasoned teams tend to have more experience to draw upon should they need to weather turbulent market conditions.

KKM Investments

Mutual Funds

See All KKM Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

62.77 Mil

Investment Flows (TTM)

3.97 Mil

Asset Growth Rate (TTM)

8.51%

# of Share Classes

1
Morningstar Rating # of Share Classes
0
0
1
0
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Essential 40 Stock I79

Quick Definitions: Key Morningstar Terms

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