About KVALX
The Kennedy Capital Small Cap Value Fund Institutional Class is a mutual fund designed to provide exposure to small-cap U.S. equities, with a focus on value-oriented investments. Managed by Kennedy Capital Management, the fund seeks to identify companies trading at favorable valuations relative to their cash flow and intrinsic worth. Its strategy emphasizes thorough, bottom-up research, selecting companies across the small-cap value spectrum that demonstrate strong fundamentals and potential for sustained financial performance.
The fund typically invests in sectors such as financial services, industrials, technology, and basic materials, selecting holdings with favorable price-to-earnings and return-on-equity metrics compared to benchmark indices. Notably, this fund features a competitive expense ratio and a diversified portfolio, with its top holdings including both industry leaders and lesser-known growth prospects within the small-cap space. With a turnover rate around 50% and a below-average fee structure, it aims to provide investors with a cost-effective way to capture opportunities in the domestic small-cap value segment. The Kennedy Capital Small Cap Value Fund Institutional Class serves as a specialized vehicle for investors seeking targeted exposure to undervalued, smaller U.S. companies within a professionally managed framework.
Fund Family Kennedy Capital Management
Category Small Value
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol KVALX
Share Class Institutional Class Shares
Index Russell 2000 Value TR
KVALX had a total return of 21.64% in the past year, including dividends. Since the fund's
inception, the average annual return has been 13.21%.
