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Knights of columbus mutual funds performance

Webapplicable Mutual Fund or, in the case of the Private Commingled Funds, the Private Credit Fund and the Private Long/Short Fund, by KoCAA or an affiliate, as applicable. RGREA has been engaged as a Sub-Advisor to Knights of Columbus Real Estate Fund. L2 has been engaged as a Sub-Advisor to the Knights of Columbus Long/Short Equity Fund, the WebPerformance Holdings Expenses Distributions Managers Vitals YTD Return -2.8% 1 yr return -4.8% 3 Yr Avg Return 4.6% 5 Yr Avg Return N/A Net Assets $59.4 M Holdings in Top 10 19.9% 52 WEEK LOW AND HIGH $10.4 $10.25 $11.63 Expenses OPERATING FEES Expense Ratio 2.28% SALES FEES Front Load N/A Deferred Load N/A TRADING FEES Turnover N/A

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WebOur relationship with Boston Advisors is an additional aspect of the strategic vision that Knights of Columbus Asset Advisors brings to investors. Contact Us for Support (203) 752-4502 [email protected] WebApr 14, 2024 · The fund owned 255,765 shares of the oil and gas producer's stock after purchasing an additional 65,856 shares during the period. Knights of Columbus Asset Advisors LLC's holdings in Crescent Point Energy were worth $1,829,000 as of its most recent SEC filing. 2 Canadian Mid-Cap Dividend Payers Energized For Growth ingo check cashing app https://3dlights.net

Brochure Knights of Columbus Asset Advisors LLC

WebFeb 28, 2024 · Current performance may be higher or lower than the performance data quoted. Top 10 Holdings 6 More AS OF 2/28/2024 15.26% of Total Portfolio MYRG MYR Group Inc 1.91% MGY Magnolia Oil & Gas Corp Class A 1.73% EPC Edgewell Personal Care Co 1.72% CHRD Chord Energy Corp Ordinary Shares - New 1.66% SFM Sprouts Farmers … WebWith its roots going back to 1882, the Knights of Columbus (KoC) is a fraternal or mutual benefit society for Catholics in the U.S. Only members and their families can buy its … WebFeb 28, 2024 · Current performance may be higher or lower than the performance data quoted. Calendar-Year Total Returns 2, 3, 4 AS OF 2/28/2024 ; Morningstar Category: Large Growth Quarter-End Average Annual Total Returns 2, 3 AS OF 12/31/2024 ; Fund Inception 2/27/2015 Expense Ratio (Gross) : 0.9% AS OF 3/1/2024 Cumulative Total Returns 2 in go check cashing

Knights Of Columbus Funds List Morningstar

Category:Free Trend Analysis Report for KNIGHTS OF COLUMBUS REAL ESTATE FUND …

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Knights of columbus mutual funds performance

Knights of Columbus Large Cap Growth Fd - U.S. News & World Report

WebOct 1, 2015 · As a fee-only wealth advisor and financial planner at Savant, I help individuals, companies, endowments, and foundations with investment strategies and financial planning. I ... WebFund Description. Under normal circumstances, the Fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in real estate securities. This …

Knights of columbus mutual funds performance

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WebFeb 28, 2024 · Performance 2 AS OF 2/28/2024 *AS OF 3/31/2024; Value is cumulative YTD (Daily)* -2.40% Average Annual Returns 1 Yr + 5.51% 3 Yrs + 7.10% 5 Yrs -- Life + 3.92% Summary Performance & Risk Ratings Composition Fees & Distributions View All Tabs Details More Morningstar Category Long-Short Equity Fund Inception 12/2/2024 Exp Ratio … WebKnights of Columbus Large Cap Value Fund KCVIX Fund $13.28 $136 M 1.62% $0.21 0.90% KCVIX - Profile Distributions YTD Total Return -3.2% 3 Yr Annualized Total Return 11.2% 5 Yr Annualized Total Return 2.7% Capital Gain Distribution Frequency Annually Net Income Ratio 0.75% DIVIDENDS Dividend Yield 1.6% Dividend Distribution Frequency …

WebMar 24, 2024 · Six of Knights of Columbus' nine mutual funds launched in Feb. 2015, including the International Equity Fund, Small Cap Fund, Large Cap Value Fund, Large Cap Growth Fund, Core Bond...

WebApr 8, 2024 · Six of Knights of Columbus' nine mutual funds launched in Feb. 2015, including the International Equity Fund, Small Cap Fund, Large Cap Value Fund, Large Cap Growth Fund, Core Bond Fund, and ... WebFeb 28, 2024 · Narrow down the universe of 18,000+ funds we rank with our robust, yet easy-to-use mutual fund screeners. Select from up to 50 different data points to find the …

WebAs an institutional investor, you seek competitive performance from your investments. As a Catholic institution, you want to do good in the world. Now you can do both, with faith …

WebSee performance data and interactive charts for Knights of Columbus Large Cap Value Fd (KCVIX). Research information including trailing returns and hypothetical growth for … ingo checkinWebThe performance data quoted here represents past performance. Current performance may be lower or higher than the performance data quoted above. Investment return and principal value will fluctuate, so that shares, when redeemed, may be … ingo check cashing serviceWebMutual Trend Analysis Report. Prepared for you on Thursday, April 13, 2024. ... Get a free daily analysis and signals for KNIGHTS OF COLUMBUS REAL ESTATE FUND I SHARES (KCRIX) - Request Your Free ... CFTC RULE 4.41 - HYPOTHETICAL OR SIMULATED PERFORMANCE RESULTS HAVE CERTAIN LIMITATIONS. UNLIKE AN ACTUAL … ingo christian hartmann wohngeld