Morningstar

Knights of Columbus U.S. All Cap Index Fund I Shares KCXIX

Morningstar Medalist Rating
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Medalist Rating as of See Knights Of Columbus Investment Hub
  • NAV / 1-Day Return $23.29  /  +0.09 %
  • Fund Size $400.7M
  • Adjusted Expense Ratio 0.250%
  • Net Expense Ratio 0.250%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $25,000
  • Investment Status Open
  • TTM Yield 0.79%
  • Turnover Ratio 13%
NAV and 1-Day Return as of

Morningstar’s Analysis KCXIX

Will KCXIX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Knights of Columbus U.S. All Cap Idx I holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings KCXIX

More KCXIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Consumer Cyclical

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