Knights of Columbus Large Cap Growth Fund Class S (KCGSX)

Overview

The fund focuses primarily on investing in equity securities, specifically targeting large-capitalization companies. It adheres to a policy where at least 80% of its net assets, including any borrowings for investment purposes, are allocated towards equities of large-cap firms. These firms are defined by having a market capitalization within the range of the Bloomberg 1000 Growth Total Return Index at the time of the initial purchase. While the fund places a strong emphasis on investing in U.S. companies' common stocks, it categorizes itself as non-diversified, potentially concentrating its investments more heavily in fewer securities than a diversified fund.

Products and Services

• Equity Securities of Large-Capitalization Companies

  Investing primarily in the common stocks of large-capitalization companies, this service targets firms with market capitalizations that align with the Bloomberg 1000 Growth Total Return Index at the time of purchase. This focus aims to capitalize on the potential growth and stability offered by large-cap companies, appealing to investors seeking exposure to significant players in the market.

• Non-Diversified Fund Structure

  As a non-diversified fund, this product may invest a larger portion of its assets in a smaller number of securities. This strategy can lead to higher volatility and risk, as the fund's performance may be more closely tied to the fortunes of fewer companies. However, it also offers the possibility of higher returns if the concentrated investments perform well.