Nasdaq - Delayed Quote USD

Knights of Columbus Limited Duration S (KCLSX)

9.56 0.00 (0.00%)
As of 8:05 AM EDT. Market Open.

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

  • Cetera Advisors LLC
  • Cetera Advisor Networks LLC
  • Mid Atlantic Capital Corp
  • Morgan Stanley - Brokerage Accounts
  • Schwab Institutional
  • Vanguard
  • (Junk)CommonWealth PPS
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Cetera Advisors LLC- PAM, PRIME, Premier
  • Cetera Advisor Networks LLC- PAM, PRIME, Premier
  • Commonwealth Universe
  • Mid Atlantic Capital Group
  • Zhejiang Akcome New Energy Technology Co Ltd
  • Vanguard TF
  • Nationwide Retirement Flexible Advantage
  • Cetera Financial Specialists LLC- Premier
  • 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 bonds. It invests primarily in U.S. issuers and investment-grade securities, but may hold securities that are rated below investment grade ("high yield" or "junk bonds"). The fund may invest in securities with any maturity or duration, but seeks to maintain an average duration similar to that of the Bloomberg 1-3 Year U.S. Government/Credit Index, which generally ranges between zero and three years.

Fund Overview

Category Short-Term Bond
Fund Family Knights of Columbus Asset Advisors
Net Assets 192.58M
YTD Return 0.40%
Yield 3.04%
Morningstar Rating
Inception Date Jul 14, 2015

Performance & Risk

YTD Return 0.19%
5y Average Return 1.24%
Rank in Category (ytd) 86
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.22
Morningstar Risk Rating

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