The investment seeks long-term capital appreciation with an emphasis on capital preservation.
The fund employs an allocation strategy by investing in three asset classes: equity, fixed income and cash or cash equivalents. It may invest in securities of U.S. and foreign issuers. It also invests in ETFs that primarily invest in fixed income securities and in alternative ETFs that invest in government, municipal, corporate and mortgage-related fixed income securities.
The average market capitalization across the KL Allocation Advisor MF is 131.08B. The market cap for tickers in the group ranges from 2.74B to 86B. ETN holds the highest valuation in this group at 86B. The lowest valued company is CSWI at 2.74B.
The average weekly volume growth across all stocks in the KL Allocation Advisor MF was 1%. For the same stocks of the MF, the average monthly volume growth was 13% and the average quarterly volume growth was -31%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 59
P/E Growth Rating: 47
Price Growth Rating: 49
SMR Rating: 45
Profit Risk Rating: 39
Seasonality Score: -33 (-100 ... +100)