Kennedy Capital is trading at 15.96 as of the 18th of December 2024; that is 3.39 percent down since the beginning of the trading day. The fund's open price was 16.52. Kennedy Capital has about a 23 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 21st of June 2024 and ending today, the 18th of December 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets in securities of small and mid capitalization companies. The Advisors investment decisions for the fund are made primarily on the basis of bottom-up, fundamental research, integrated with an analysis of a companys environmental, social and governance characteristics. More on Kennedy Capital Esg
Kennedy Capital Esg [KESGX] is traded in USA and was established 18th of December 2024. Kennedy Capital is listed under Kennedy Capital Management category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Kennedy Capital Management family. This fund now has accumulated 1 M in assets with minimum initial investment of 50 K. Kennedy Capital Esg is currently producing year-to-date (YTD) return of 14.35% with the current yeild of 0.0%, while the total return for the last 3 years was 4.29%.
Check Kennedy Capital 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 Kennedy 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 Kennedy 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 Kennedy Capital Esg 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.
Other Information on Investing in Kennedy Mutual Fund
Kennedy Capital financial ratios help investors to determine whether Kennedy 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 Kennedy with respect to the benefits of owning Kennedy Capital security.