Knights of Columbus Small Cap Fund (KCSSX)

Overview

The fund described concentrates its investments in the equity securities of small-capitalization companies, showcasing a specialized focus within the investment landscape. Integral to its strategy is allocating at least 80% of its net assets, alongside any borrowed sums for investment purposes, into the equity market of these smaller companies. The defining criterion for what constitutes a 'small-capitalization company' is based on market capitalization, specifically those falling within the parameters of the Bloomberg 2000 Total Return Index at the moment of initial purchase. This clear-cut policy underscores the fund's commitment to its investment niche, aiming to cater to investors looking for exposure to the small-cap sector of the U.S. stock market.

Products and Services

• Equity Securities Investment

  At the core of the fund's offerings is its investment in equity securities, primarily in the form of common stocks, of small-capitalization U.S. companies. This focuses on providing investors with the opportunity to capitalize on the growth potential of small-cap companies. Typically, these investments aim to gain from price appreciation and, to a lesser extent, dividend income, reflecting a strategic approach geared towards leveraging the dynamism and potential higher growth rates often seen in smaller companies.

• Investment in Small-Cap Companies

  The fund specifies its investment target as small-capitalization companies, defined by their market cap positioning within the spectrum of the Bloomberg 2000 Total Return Index at the time of purchase. This deliberate focus not only delineates the fund's market niche but also highlights its strategy of identifying and investing in companies that, by their market cap criteria, present a unique blend of risk and growth opportunities distinct from larger, more established entities.