KBIWX – KBI Global Investors Aquarius Instl Investment Strategy | Morningstar

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Strategy

The investment seeks long-term total return, consisting of capital appreciation and income. Under normal circumstances, the fund principally invests in equity securities, without regard to market capitalization, of companies whose main business is in the water-related resource sector or that are significantly involved in the water-related resource sector. Water-related resource sector activities may include, but are not limited to, water treatment, engineering, filtration, environmental controls, water-related equipment, water and wastewater services, and water utilities. It is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
KBIWX	KBI Global Investors Aquarius Fund Institutional Shares	Institutional	Open			Oct 12, 2018	$38.63M	1.000%	Above Average	$100,000	−$16.31M

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