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KGROX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

Kennedy Capital Small Cap Growth Instl (KGROX) Ownership - Who owns Kennedy Capital Small Cap Growth Instl?

The investment seeks capital appreciation... Show more

Category: #Small Growth

Profile

Category
Small Growth
Address
Investment Managers Series Trust II803 West Michigan StreetMilwaukee
Phone
(414) 299-2295
Web
N/A

Details

Group
Domestic Stock Funds
Category
Small Growth
Total Expense Ratio
0.90
Min. Initial Investment
5000.00
Fund Existence
almost 3 years
Turnover
37.00
Front Load
N/A
Net Assets
410478.00
Manager Tenure
N/A

Fundamentals

KGROX
Net Assets
410K
Fund Existence
almost 3 years
Turnover
37.00
Total Expense Ratio
0.90
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
5000
Min. Initial Investment IRA
N/A
Morningstar Category
Small Growth
Administrative Fee
N/A
Annual Report Gross Expense Ratio
33.45
Assets in Top Ten Holdings
146K
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
410K
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.82
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
76.00
Number of Net Holdings
77.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
0.01
Weighting Top Ten Holdings
28.39%
Gain YTD
-13.317
Annual Yield % from dividends
1.02
Returns for 1 year
-5.67
Returns for 3 years
N/A
Returns for 5 years
N/A
Returns for 10 years
N/A
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General Information

Category SmallGrowth

Profile
Fundamentals
Details
Category
Small Growth
Address
Investment Managers Series Trust II803 West Michigan StreetMilwaukee
Phone
(414) 299-2295
Web
N/A