Kennedy Capital ESG SMID Cap FundKESGX
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$72.7M
Expense ratio
0.82%
1-year return
+18.4%
3 years, a year
+11.5%
5 years, a year
+5.9%
Holdings
99
What it aims to do.
The investment objective of the Kennedy Capital ESG SMID Cap Fund (the Fund) is capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Umb Money Market II Special / | 3.29% |
| RAL Ralliant Corp | 1.68% |
| SNX TD SYNNEX Corp | 1.54% |
| USFD US Foods Holding Corp | 1.53% |
| ESE ESCO Technologies Inc | 1.52% |
| ICUI ICU Medical Inc | 1.50% |
| ITT ITT Inc | 1.44% |
| TDY Teledyne Technologies Inc | 1.42% |
| BPOP Popular Inc | 1.41% |
| VMI Valmont Industries Inc | 1.40% |
More on KESGX.
- KESGX overview
- KESGX holdings
- KESGX risk
- KESGX costs
- KESGX money in and out
- KESGX share classes
- Compare KESGX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.