Morningstar

Knights of Columbus Small Cap Fund I Class KCSIX

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

Strategy

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of small-capitalization companies. For purposes of this policy, a small-capitalization company is a company with a market capitalization within the range of the Bloomberg 2000 Total Return Index at the time of initial purchase. The equity securities in which the fund invests are primarily common stocks of U.S. companies.

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
KCSSX	Knights of Columbus Small Cap Fund Class S	No Load	Open			Jul 14, 2015	$426,429.00	1.000%	Below Average	$0	$285,027.00
KCSIX	Knights of Columbus Small Cap Fund I Class	Institutional	Open			Feb 27, 2015	$200.49M	0.900%	Average	$25,000	$1.01M

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