About KCVSX
Knights of Columbus Large Cap Value Fund S is an open-end mutual fund focused on providing exposure to U.S. large-cap value equities. The fund is managed by Knights of Columbus Asset Advisors and is distinguished by its adherence to Catholic investment principles, purposely excluding companies involved in activities such as abortion, contraception, pornography, or certain biomedical research deemed inconsistent with these values. Its primary investment objective is to achieve long-term capital appreciation by allocating at least 80% of its assets to equity securities of large-capitalization companies—defined by the Bloomberg 1000 Value Total Return Index—thereby targeting firms with substantial market capitalizations.
The investment process blends quantitative screening, based on factors such as valuation, growth, quality, and investor sentiment, with thorough fundamental research to identify companies that score highly on long-term investment potential. Portfolio construction emphasizes risk management by monitoring active risk against benchmarks and controlling exposures across sectors and individual holdings. Knights of Columbus Large Cap Value Fund S plays a role in the U.S. mutual fund market as an option for investors seeking value-oriented large-cap equity exposure within a socially responsible, faith-based framework.
Fund Family Knights of Columbus Asset Advisors
Category Large Value
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol KCVSX
Share Class Class S Shares
Index Russell 1000 Value TR
KCVSX had a total return of 23.49% in the past year, including dividends. Since the fund's
inception, the average annual return has been 12.28%.
