KESGX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Kennedy Capital ESG SMID Cap I (KESGX) Ownership - Who owns Kennedy Capital ESG SMID Cap I?

The investment seeks capital appreciation... Show more

Category: #Small Blend

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

KESGX

Net Assets

58.2M

Fund Existence

almost 6 years

Turnover

58.00

Total Expense Ratio

0.82

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

5000

Min. Initial Investment IRA

N/A

Morningstar Category

Small Blend

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.28

Assets in Top Ten Holdings

9.82M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

58.2M

Fund Type

OpenEnd

Index Fund

Management Fee

0.75

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

97.00

Number of Net Holdings

98.00

Number of Short Holdings

1.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

18.96%

Gain YTD

-10.269

Annual Yield % from dividends

0.20

Returns for 1 year

-3.01

Returns for 3 years

4.35

Returns for 5 years

73.57

Returns for 10 years

N/A

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General Information

Category SmallBlend

Profile

Fundamentals

Details