Knights Of Umbus Fund Quote
| KCVSX Fund | USD 16.94 0.04 0.24% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Knights Of is trading at 16.94 as of the 2nd of January 2025; that is 0.24 percent up since the beginning of the trading day. The fund's open price was 16.9. Knights Of has about a 22 % 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 3rd of December 2024 and ending today, the 2nd 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 large-capitalization companies. For purposes of this policy, a large-capitalization company is a company with a market capitalization within the range of the Bloomberg 1000 Value Total Return Index at the time of initial purchase. More on Knights Of Umbus
Knights Mutual Fund Highlights
| Fund Concentration | Catholic Investor Funds, Large Value Funds, Large Value, Catholic Investor, Large Value, Large Value (View all Sectors) |
| Update Date | 31st of December 2024 |
Knights Of Umbus [KCVSX] is traded in USA and was established 2nd of January 2025. Knights Of is listed under Catholic Investor category by Fama And French industry classification. The fund is listed under Large Value category and is part of Catholic Investor family. This fund now has accumulated 60.3 M in assets with no minimum investment requirementsKnights Of Umbus is currently producing year-to-date (YTD) return of 19.68% with the current yeild of 0.01%, while the total return for the last 3 years was 8.25%.
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
| MO | Altria Group | Stock | Consumer Staples | |
| CMI | Cummins | Stock | Industrials | |
| MSFT | Microsoft | Stock | Information Technology | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| ZBH | Zimmer Biomet Holdings | Stock | Health Care | |
| PEP | PepsiCo | Stock | Consumer Staples | |
| OSK | Oshkosh | Stock | Industrials | |
| COST | Costco Wholesale Corp | Stock | Consumer Staples |
Knights Of Umbus Risk Profiles
| Mean Deviation | 0.6161 | |||
| Standard Deviation | 1.15 | |||
| Variance | 1.32 | |||
| Risk Adjusted Performance | (0.08) |
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.
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Options Analysis Analyze and evaluate options and option chains as a potential hedge for your portfolios | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years |