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    Kirr Marbach Partners Value (KMVAX)

    20.48 Down 1.08(5.01%) Jun 24
    Prev Close:21.56
    YTD Return*:-0.55%
    Net Assets*:68.69M
    Yield*:N/A

    * As of 31-May-16

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for KMVAX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    ADS5.28N/A
    WBC4.44N/A
    CTSH4.25N/A
    LYB3.98N/A
    AGN3.77N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:68.69M
    Category:Mid-Cap Growth
    Annual Report Expense Ratio (net):1.45%

    Performance & Risk

    YTD Return:-0.55%
    5y Avg Return:7.12%
    Rank in Category (ytd):68
    % Rank in Category (ytd):9.26%
    Beta (3y):1.11
    Morningstar Risk Rating:4

    Fund Summary

    The investment seeks long-term capital growth. The fund seeks to achieve its investment objective by investing primarily in common stocks of companies with medium market capitalizations. A medium capitalization company would typically have a market capitalization between $1 billion to $15 billion. Under normal circumstances, 50% or more of the fund's investments will consist of common stocks of medium capitalization companies, and at least 65% of the fund's total assets will consist of common stocks or other equity securities. View More
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