KCVIX : Knights of Columbus Large Cap Value Fund I Class

KCVIX is a US Stocks Market Large Value with MODERATE fees.

KCVIX

Knights of Columbus Large Cap Value Fund I Class

FI Score

33 /100

Expense Ratio Rating

6 /10

Expense Rating

1 /10

Market Score

2 /10

Category Score

8 /10

Market Size

2 /10

33% FI Score
  • kcvix
  • Mutual Fund
  • US Stocks
  • Large Value

Knights of Columbus Large Cap Value Fund I Class

Expenses: 0.90% (Better than 1% of similar funds)

This is a bad choice for a Large Value US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation. 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 Russell 1000 Value Index at the time of initial purchase. The equity securities in which the fund invests are primarily common stocks of U.S. companies.

Largest Holdings

Amount Holding
4.03% Intel Corp
3.52% JPMorgan Chase & Co
3.50% AT&T Inc
3.26% Berkshire Hathaway Inc Class B
2.46% Quest Diagnostics Inc
2.38% General Mills Inc
2.35% Procter & Gamble Co
2.22% Amedisys Inc
2.21% Icon PLC
2.15% Kimberly-Clark Corp
2.11% Hill-Rom Holdings Inc
2.08% Target Corp
2.06% Citigroup Inc
2.06% ConocoPhillips
2.05% DaVita Inc
1.95% Mondelez International Inc Class A
1.93% PepsiCo Inc
1.87% Flowers Foods Inc
1.86% Entergy Corp
1.82% Facebook Inc A
1.75% Microsoft Corp
1.74% Bank of America Corp
1.74% Electronic Arts Inc
1.72% FirstEnergy Corp
1.69% Alexandria Real Estate Equities Inc

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo