Knights Of Umbus Fund Quote

KCSSX Fund  USD 13.32  0.19  1.45%   

Performance

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Odds Of Distress

Less than 21

 
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Knights Of is trading at 13.32 as of the 6th of January 2025; that is 1.45 percent up since the beginning of the trading day. The fund's open price was 13.13. Knights Of has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 11th of April 2024 and ending today, the 6th of January 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of small-capitalization companies. For purposes of this policy, a small-capitalization company is a company with a market capitalization within the range of the Bloomberg 2000 Total Return Index at the time of initial purchase. More on Knights Of Umbus

Knights Mutual Fund Highlights

Fund ConcentrationCatholic Investor Funds, Large Funds, Small Blend Funds, Small Blend, Catholic Investor, Large, Small Blend (View all Sectors)
Update Date31st of December 2024
Knights Of Umbus [KCSSX] is traded in USA and was established 6th of January 2025. Knights Of is listed under Catholic Investor category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Catholic Investor family. This fund now has accumulated 89.29 M in assets with no minimum investment requirementsKnights Of Umbus is currently producing year-to-date (YTD) return of 1.6% with the current yeild of 0.0%, while the total return for the last 3 years was 2.35%.
Check Knights Of Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Knights Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Knights Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Knights Of Umbus Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Knights Of Umbus Mutual Fund Constituents

PLAYDave Busters EntertainmentStockConsumer Discretionary
HSCEnviriStockIndustrials
ITRIItron IncStockInformation Technology
SFStifel FinancialStockFinancials
VCELVericel Corp OrdStockHealth Care
WTWWillis Towers WatsonStockFinancials
MDRXVeradigmStockHealth Care
CACICACI InternationalStockInformation Technology
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Knights Of Umbus Risk Profiles

Knights Of Against Markets

Other Information on Investing in Knights Mutual Fund

Knights Of financial ratios help investors to determine whether Knights Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Knights with respect to the benefits of owning Knights Of security.
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