KBIWX : KBI Global Investors Aquarius Fund Institutional Shares

KBIWX is a Sector Equity Market Industrials with HIGH fees.

KBIWX

KBI Global Investors Aquarius Fund Institutional Shares

FI Score

21 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

4 /10

Category Score

0 /10

Market Size

4 /10

21% FI Score
  • kbiwx
  • Mutual Fund
  • Sector Equity
  • Industrials

KBI Global Investors Aquarius Fund Institutional Shares

Expenses: 1.10% (Better than 0% of similar funds)

This is a bad choice for a Industrials Sector Equity fund. See why ยป

Fund Summary

The investment seeks long-term total return, consisting of capital appreciation and income. Under normal circumstances, the fund principally invests in equity securities, without regard to market capitalization, of companies whose main business is in the water-related resource sector or that are significantly involved in the water-related resource sector. Water-related resource sector activities may include, but are not limited to, water treatment, engineering, filtration, environmental controls, water-related equipment, water and wastewater services, and water utilities. It is non-diversified.

Largest Holdings

Amount Holding
5.81% Veolia Environnement SA ADR
5.49% Kurita Water Industries Ltd
4.69% Xylem Inc
4.68% United Utilities Group PLC
4.34% Pentair PLC
4.14% Valmont Industries Inc
3.85% Aqua America Inc
3.58% Stantec Inc
3.45% Woongjin Coway Co Ltd
3.38% Mueller Water Products, Inc.
3.22% Roper Technologies Inc
3.18% Danaher Corp
3.18% Fortune Brands Home & Security Inc
2.91% Agilent Technologies Inc
2.83% SPX Corp
2.83% Arcadis NV
2.75% Alfa Laval AB ADR
2.75% Pennon Group PLC
2.61% Orbia Advance Corp SAB de CV
2.30% PICO Holdings Inc
2.16% Ecolab Inc
1.87% Andritz AG
1.84% Sulzer AG
1.83% Aalberts NV
1.78% Beijing Enterprises Water Group Ltd

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