MENU
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
0.89
Min. Initial Investment
5000.00
Fund Existence
over 3 years
Turnover
44.00
Front Load
N/A
Net Assets
478696.00
Manager Tenure
N/A

Fundamentals

KGROX
Net Assets
479K
Fund Existence
over 3 years
Turnover
44.00
Total Expense Ratio
0.89
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
32.66
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
479K
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.82
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
71.00
Number of Net Holdings
72.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
29.21%
Gain YTD
1.037
Annual Yield % from dividends
0.86
Returns for 1 year
14.38
Returns for 3 years
23.14
Returns for 5 years
N/A
Returns for 10 years
N/A
View a ticker or compare two or three
Interact to see
Advertisement
A.I.Advisor
published price charts
These past five trading days, the mutual fund lost 0.00%.
A.I. Advisor
published General Information

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