Morningstar

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

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

Strategy

The investment seeks investment results that, before fees and expenses, correspond generally to the performance of the Bloomberg U.S. 3000 Catholic Values Index. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in securities included in the index and other instruments with economic characteristics similar to such securities.

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
KCXIX	Knights of Columbus U.S. All Cap Index Fund I Shares	Institutional	Open			Dec 31, 2019	$400.06M	0.250%	Low	$25,000	$77.29M

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