About KESGX
The Kennedy Capital ESG SMID Cap Fund Institutional Class Shares is a mutual fund focused on capital appreciation by investing primarily in small- and mid-capitalization U.S. companies. The fund distinguishes itself through its robust environmental, social, and governance (ESG) criteria, employing both inclusionary and exclusionary screening as part of its fundamental research process. Notably, it is fossil fuel free, systematically excluding companies with fossil fuel reserves or significant revenues from controversial industries such as tobacco, firearms, and certain weapons. The portfolio is designed to favor firms with lower greenhouse gas emissions and generally avoids businesses with negative ESG profiles. With a diversified approach across more than 90 holdings, the fund spans sectors like technology, financial services, industrials, and consumer goods. The fund aims to provide cost efficiency, reflected by its below-average expense ratio for its category. Since its inception in 2019, the fund has served investors seeking an active, ESG-driven strategy within the small- and mid-cap segment of the U.S. equity market.
Fund Family Kennedy Capital Management
Category Small Blend
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol KESGX
Share Class Institutional Class Shares
Index Russell 2500 TR
KESGX had a total return of 19.36% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.58%.
