Knights of Columbus Small Cap Fund I Class (KCSIX)

Overview

The described fund primarily focuses on investing a significant portion of its assets, specifically at least 80%, in equity securities of large-capitalization companies. These companies are defined by their market capitalization fitting within the range of the Bloomberg 1000 Growth Total Return Index at the time of the fund's initial investment. The investment aim is towards common stocks of U.S. companies, reflecting a strong inclination towards large-cap equity, indicative of a strategy poised for growth and stability in established markets. This fund is characterized as non-diversified, suggesting a concentrated approach in its investment selections.

Products and Services

• Equity Securities Investments

This service primarily involves the allocation of funds into equity securities, particularly common stocks, of large-capitalization companies based in the United States. The selection criterion is deeply anchored in the company's market capitalization aligning with the Bloomberg 1000 Growth Total Return Index. This approach signifies a commitment to investing in businesses that demonstrate significant growth potential and market stability.

• Large-Capitalization Company Investments

Investments are specifically directed towards companies with a market capitalization within the defined range of the Bloomberg 1000 Growth Total Return Index at the time of purchase. This stipulation ensures that the investment portfolio is composed of large-cap entities known for their long-standing presence in the market, financial stability, and potential for sustained growth. By focusing on this specific segment, the fund aims to offer its investors the opportunity to benefit from the performance of established market leaders.