Skip to Content
Morningstar

Knights of Columbus U.S. All Cap Idx I KCXIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Knights Of Columbus Investment Hub

Morningstar’s Analysis KCXIX

Will KCXIX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable KCXIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the KCXIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of KCXIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Despite People Pillar weakness and an Average Process Pillar, Knights of Columbus U.S..

null Morningstar Manager Research

Morningstar Manager Research

Summary

All Cap Idx I gets enough right to retain its Morningstar Medalist Rating of Bronze. The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor