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Morningstar

Knights of Columbus Real Estt I KCRIX

Morningstar Analyst Rating
Quantitative rating as of | See Knights Of Columbus Investment Hub
  • NAV / 1-Day Return 8.65  /  0.35 %
  • Total Assets 141.4 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Real Estate
  • Investment Style Mid Blend
  • Min. Initial Investment 25,000
  • Status Open
  • TTM Yield 1.81%
  • Turnover 132%

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 1:14 AM GMT+00:00

Morningstar’s Analysis KCRIX

Will KCRIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable KCRIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the KCRIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of KCRIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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An average Process Pillar and a subpar Parent Pillar help limit Knights of Columbus Real Estt I to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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