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Knights of Columbus Small Cap Fund Investor Shares (KCSVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.24+0.38 (+2.74%)
At close: 09:00PM EDT

Knights of Columbus Small Cap Fund Investor Shares

Advisors' Inner Circle Fund III

One Freedom Valley Drive

844-523-8637
Management information
Eric A. Eaton,Lead manager since 30 September 2019
Mr. Eric Eaton, CFA, Portfolio Manager and Equity Analyst, joined Knights of Columbus Asset Advisors through its acquisition of Boston Advisors, LLC’s institutional client business in 2019. Prior to joining Knights of Columbus Asset Advisors, Mr. Eaton was a Portfolio Manager and Equity Analyst at Boston Advisors, LLC from 2016 to 2019. Mr. Eaton had previously been employed by Boston Advisors, LLC from 2011 to 2014, and was a student at Harvard Business School from 2014 to 2016. Mr. Eaton earned an M.B.A. from Harvard Business School, a M.S. in Finance from Bentley University and a B.A. in Economics and Accounting from Gordon College. He also holds a CPA license in the state of Massachusetts.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategorySmall Blend
Fund familyCatholic Investor
Net assets102.1M
YTD return14.42%
Yield0.00%
Morningstar rating★★★
Inception date29 Jun 2016

Fund operations

Last dividend0.00
Last cap gain0.00
Holdings turnover65.00%
Average for categoryN/A

Fees and expenses

ExpenseKCSVXCategory average
Annual report expense ratio (net)1.30%1.03%
Prospectus net expense ratio1.30%N/A
Prospectus gross expense ratio1.39%N/A
Max 12b1 fee0.25%N/A
Max front end sales loadN/A5.19%
Max deferred sales loadN/A1.22%
3-yr expense projection431N/A
5-yr expense projection752N/A
10-yr expense projection1,661N/A