Nasdaq - Delayed Quote USD

Knights of Columbus Large Cap Growth I (KCGIX)

17.25 -0.27 (-1.54%)
At close: 6:45 PM EDT

Investment Information

Min Initial Investment
0
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
2.5

Broker Availability

  • Mid Atlantic Capital Corp
  • Morgan Stanley - Brokerage Accounts
  • Schwab Institutional
  • Vanguard
  • (Junk)CommonWealth PPS
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Commonwealth Universe
  • Mid Atlantic Capital Group
  • Zhejiang Akcome New Energy Technology Co Ltd
  • Vanguard TF
  • Nationwide Retirement Flexible Advantage
  • Schwab All (Retail, Instl, Retirement)
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of large-capitalization companies. For purposes of this policy, a large-capitalization company is a company with a market capitalization within the range of the Bloomberg 1000 Growth Total Return Index at the time of initial purchase. The equity securities in which the fund invests are primarily common stocks of U.S. companies. The fund is non-diversified.

Fund Overview

Category Large Growth
Fund Family Knights of Columbus Asset Advisors
Net Assets 202.18M
YTD Return 11.62%
Yield 0.11%
Morningstar Rating
Inception Date Jul 14, 2015

Performance & Risk

YTD Return 6.57%
5y Average Return 12.34%
Rank in Category (ytd) 56
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.08
Morningstar Risk Rating

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