Kennedy Capital Management Mutual Funds List
Here you can find all mutual funds issued by Kennedy Capital Management and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 1
- Avg. Expense Ratio
- 0.82%
- Avg. 1 Year Return
- 27.17%
- Avg. 5 Year Return
- 6.92%
- Median Risk/Return Score
- 31 / 100
Kennedy Capital Management Mutual Funds List
1 result
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Kennedy Capital ESG SMID Cap Fund | Mid Cap Blend Equities | Jun 28, 2019 | 0.82% | 12.85% | — | 4.63% | 31 |
Explore top Kennedy Capital Management Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Kennedy Capital Management Mutual funds by Risk/Return Score
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Kennedy Capital ESG SMID Cap Fund | 31 | — | Jun 2019 |
Best-Performing Kennedy Capital Management Mutual funds Over 5 Years
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Kennedy Capital ESG SMID Cap Fund | 6.92% | — | Jun 2019 |
Lowest-Cost Kennedy Capital Management Mutual funds
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Kennedy Capital ESG SMID Cap Fund | 0.82% | — | Jun 2019 |
Highest-Yield Kennedy Capital Management Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Kennedy Capital ESG SMID Cap Fund | 4.63% | — | Jun 2019 |
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