About KCCSX
Knights of Columbus Core Bond Fund Class S Shares is a diversified mutual fund focused on providing current income and preserving capital for investors. This fixed-income fund primarily invests at least 80% of its net assets in a broad array of bonds, including securities issued or guaranteed by the U.S. government, municipal bonds, corporate obligations, and both residential and commercial mortgage-backed securities. The fund predominantly targets U.S. issuers and emphasizes investment-grade securities, but it may also allocate a portion to below-investment-grade bonds to achieve its yield objectives. With a moderate expense ratio, it offers quarterly dividends and features a relatively low portfolio turnover, which can contribute to consistent income generation. Knights of Columbus Core Bond Fund Class S Shares is suitable for investors seeking broad exposure to the U.S. bond market and a lower-risk profile relative to equities, serving as a core holding in a diversified fixed-income allocation. Environmental stewardship is also reflected in its low asset-weighted carbon risk score, highlighting a focus on issuers with reduced exposure to carbon-related risks.
Fund Family Knights of Columbus Asset Advisors
Category Intermediate Core Bond
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol KCCSX
Share Class Class S Shares
Index Bloomberg U.S. Aggregate Bond TR
KCCSX had a total return of 2.59% in the past year, including dividends. Since the fund's
inception, the average annual return has been 1.85%.
