Previous Close | 10.33 |
YTD Return | 9.45% |
Expense Ratio (net) | 0.89% |
Category | Small Growth |
Last Cap Gain | -5.00 |
Morningstar Rating | ★★★★★ |
Morningstar Risk Rating | N/A |
Sustainability Rating | N/A |
Net Assets | 490.47k |
Beta (5Y Monthly) | N/A |
Yield | 0.00% |
5y Average Return | N/A |
Holdings Turnover | N/A |
Last Dividend | 0.00 |
Average for Category | N/A |
Inception Date | Apr 27, 2022 |
Kennedy Capital Management, Inc. (KCM), a specialist in small and mid-cap investment management services, announced that its Kennedy Capital ESG SMID Cap Fund (KESGX) has received an initial 5-Star1 overall Morningstar RatingTM, and its three-year performance ranks in the top 7%. These total return achievements are measured against 576 funds in Morningstar's Small Blend Category as of June 30, 2022.