Morningstar

Knights of Columbus Limited Duration Fund Class S KCLSX

Medalist Rating as of Aug 31, 2026 See Knights Of Columbus Investment Hub

Strategy

The investment seeks current income and capital preservation. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in bonds. It invests primarily in U.S. issuers and investment-grade securities, but may hold securities that are rated below investment grade ("high yield" or "junk bonds"). The fund may invest in securities with any maturity or duration, but seeks to maintain an average duration similar to that of the Bloomberg 1-3 Year U.S. government/Credit Index, which generally ranges between zero and three years.

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
KCLSX	Knights of Columbus Limited Duration Fund Class S	No Load	Open			Jul 14, 2015	$80,870.00	0.600%	Above Average	$0	$105.96
KCLIX	Knights of Columbus Limited Duration Fund I Shares	Institutional	Open			Feb 27, 2015	$258.49M	0.500%	Above Average	$25,000	$27.26M

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