Top 1 Knowledge Leaders Capital Funds

Welcome to MutualFunds.com. Please help us personalize your experience.

Select the one that best describes you

Thank you!

Check your email and confirm your subscription to complete your personalized experience.

Thank you for your submission, we hope you enjoy your experience

Knowledge Leaders Capital Funds

  • Net Assets
  • $145 M
  • Oldest Fund Launched In
  • 2010
  • # of Funds | Share Classes
  • 1   |   2
  • AVG Manager Tenure
  • 9.1 years
  • Expense range
  • 1.2% - 1.5% AVG: 1.3%
  • % of no load funds
  • 100%

Filter

Net Assets

Min ($M USD)

Max ($M USD)

YTD

Min (%)

Max (%)

YTD Rank

Min (%)

Max (%)

1 Year Return

Min (%)

Max (%)

1 Year Rank

Min (%)

Max (%)

3 Year Return

Min (%)

Max (%)

3 Year Rank

Min (%)

Max (%)

5 Year Return

Min (%)

Max (%)

5 Year Rank

Min (%)

Max (%)

10 Year Return

Min (%)

Max (%)

10 Year Rank

Min (%)

Max (%)

Expense Ratio

Max (%)

No load funds only

No 12-B1 fees

Dividend Yield

Min (%)

Max (%)

Primary Manager Tenure

Min (yrs)

Search by Primary Manager
Standard Minimum Investment

Min ($ USD)

Max ($ USD)

IRA Minimum Investment

Min ($ USD)

Max ($ USD)

Share Class

View All
Net Assets

Min ($M USD)

Max ($M USD)

YTD

Min (%)

Max (%)

YTD Rank

Min (%)

Max (%)

1 Year Return

Min (%)

Max (%)

1 Year Rank

Min (%)

Max (%)

3 Year Return

Min (%)

Max (%)

3 Year Rank

Min (%)

Max (%)

5 Year Return

Min (%)

Max (%)

5 Year Rank

Min (%)

Max (%)

10 Year Return

Min (%)

Max (%)

10 Year Rank

Min (%)

Max (%)

Expense Ratio

Max (%)

No load funds only

No 12-B1 fees

Dividend Yield

Min (%)

Max (%)

Primary Manager Tenure

Min (yrs)

Search by Primary Manager
Standard Minimum Investment

Min ($ USD)

Max ($ USD)

IRA Minimum Investment

Min ($ USD)

Max ($ USD)

View All

By default, the Primary share class filter is selected

We use proprietary Primary share classes for easier table navigation. This way you’ll only see one row for each fund.

Overview

This is a list of Knowledge Leaders Capital Funds with some key metrics, such as their net assets under management (in millions), 1-year return, 1-year return rank in primary category, expense ratio, and primary manager tenure. The lower the 1-year return rank in the primary category the better.

Short-Term Returns

In this table you will find short term historical return data, including 1-year returns and 3-year returns on Knowledge Leaders Capital Funds. The table also includes the 1-year and 3-year returns ranks. The lower the rank percentage the better.

Long-Term Returns

This table presents long term historical returns data for Knowledge Leaders Capital Funds. Long term includes 5-year and 10-year returns. The table also includes the 5-year and 10-year returns ranks. The lower the rank percentage the better.

Expenses

This list includes all management costs and other fee information for Knowledge Leaders Capital Funds.

Dividend

This page includes relevant dividend information on Knowledge Leaders Capital Funds.

Managers

The table below illustrates valuable information regarding the primary fund manager for Knowledge Leaders Capital Funds. You can use this table to compare the performance of the funds with the tenure of each manager. The manager with the longest tenure in each fund is considered the primary manager.

Minimums

This list includes the retirement (IRA) and standard minimum amounts required to invest in Knowledge Leaders Capital Funds.

Asset Allocation

This list includes asset allocation proportions of the underlying holdings for Knowledge Leaders Capital Funds.

Fund Name Share Class & Symbol Primary Category Net Assets ($M USD) 1 Year Return 1 Year Rank in Primary Category Exp Ratio Primary Manager Tenure (yrs)
KL Allocation Fund Inst (GAVIX) Diversified Portfolio $145.45 4.09% 60.09% 1.20% 9.09
Fund Name YTD YTD Rank in Primary Category 1 Year Return 1 Year Rank in Primary Category 3 Year Return 3 Year Rank in Primary Category
Fund Name 5 Year Return 5 Year Rank in Primary Category 10 Year Return 10 Year Rank in Primary Category Inception Date
Fund Name Exp Ratio Management Fee 12b-1 Admin Fee Front Load Deferred Load Max Redemption Fee Turnover
Fund Name Div Yield Last Dividend Date Last Dividend Amount Dividend Frequency Net Income Ratio
Fund Name YTD Primary Manager Start Date Primary Manager Tenure (yrs) Tenure Rank
Fund Name IRA Minimum Standard Minimum
Fund Name Stocks Bonds Convertible Bonds Preferred Stocks Cash

Knowledge Leaders Capital is a company that sells mutual funds with $145M in assets under management. The average expense ratio from all mutual funds is 1.33%. 100.00% of all the mutual funds are no load funds. The oldest fund launched was in 2010. The average manager tenure for all managers at Knowledge Leaders Capital is 9.09 years. The company offers investors 1 mutual funds, in terms of the number of individual fund symbols.