Keeley All Cap Value I (KACIX)
* As of 31-Mar-14
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for KACIX at this time.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.14%|
Performance & Risk
|5y Avg Return:||26.71%|
|Rank in Category (ytd):||51|
|% Rank in Category (ytd):||12.17%|
|Morningstar Risk Rating:||4|
The investment seeks capital appreciation.
The fund intends to pursue its investment objective by investing in common stock and other equity securities (including preferred stock, convertible debt securities and warrants) of companies of any market capitalization. It may invest in what normally are considered small-cap stocks, mid-cap stocks and large-cap stocks. The fund may concentrate its investments in one of those categories, two of them or all of them, and may change the allocation of its investments at any time. View More