KMVAX : Kirr Marbach Partners Value Fund

KMVAX is a US Stocks Market Mid-Cap Blend with HIGH fees.

KMVAX

Kirr Marbach Partners Value Fund

FI Score

20 /100

Expense Ratio Rating

2 /10

Expense Rating

0 /10

Market Score

3 /10

Category Score

5 /10

Market Size

3 /10

20% FI Score
  • kmvax
  • Mutual Fund
  • US Stocks
  • Mid-Cap Blend

Kirr Marbach Partners Value Fund

Expenses: 1.45% (Better than 0% of similar funds)

This is a bad choice for a Mid-Cap Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital growth. The fund seeks to achieve its investment objective by investing in common stocks of companies with small-capitalizations, medium-capitalizations and large-capitalizations. Under normal circumstances, at least 65% of its total assets will consist of common stocks or other equity securities. Accordingly, the fund will focus on securities of companies that the Adviser believes are undervalued relative to their intrinsic worth and possess certain characteristics that the Adviser believes will lead to a higher market price over time.

Largest Holdings

Amount Holding
4.64% Canadian Pacific Railway Ltd
4.34% AutoZone Inc
3.95% Voya Financial Inc
3.92% EMCOR Group Inc
3.90% Dollar Tree Inc
3.70% Colliers International Group Inc
3.69% Markel Corp
3.54% Aon Plc (Uk)
3.39% Cognizant Technology Solutions Corp A
3.22% SS&C Technologies Holdings Inc
3.03% MasTec Inc
3.00% Innospec Inc
2.81% Stericycle Inc
2.79% Vistra Energy Corp
2.75% Zimmer Biomet Holdings Inc
2.71% L3Harris Technologies Inc
2.55% Broadcom Inc
2.49% Dentsply Sirona Inc
2.47% XPO Logistics Inc
2.31% eBay Inc
2.14% Liberty SiriusXM Group C
2.09% Arcosa Inc
2.00% The Brink's Co
1.77% Visteon Corp
1.73% NCR Corp

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