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Kennedy Capital Small Cap Value Fund Institutional Class: (MF: KVALX)

(NASDAQ Mutual Funds) As of May 15, 2025 08:00 PM ET

$11.87 USD

+0.04 (0.34%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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NA

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Zacks Premium Research for KVALX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

NA
MF Report

Fund Description

NA

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
Kennedy Capital SmllCap Value Instl KVALX NA NA 0.00 0.00 0.82 0.89

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Kennedy Capital SmllCap Value Instl KVALX 5000 100 5000 A

Contact Information

Family Kennedy
Address 10829 Olive Boulevard, Suite 100
St. Louis, MO 63141
Phone 800 859-5462