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Knights of Columbus Small Cap I KCSIX

Quantitative rating as of
  • NAV / 1-Day Return 11.55  /  1.03 %
  • Total Assets 129.6 Mil
  • Adj. Expense Ratio
    0.970%
  • Expense Ratio 1.050%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 25,000
  • Status Open
  • TTM Yield 0.69%
  • Turnover 38%

Morningstar’s Analysis KCSIX

Will KCSIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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A middling People rating and a subpar Parent Pillar limit Knights of Columbus Small Cap I to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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