Knights of Columbus Small Cap Fund I Shares · NASDAQ:KCSIX

Knights of Columbus Small Cap Fund I Shares — Knights of Columbus Large Cap Value Fund — Fact Sheet (November 2014)

4 slides from Knights of Columbus Small Cap Fund I Shares's fact sheet, Nov 24, 2014

  1. Slide 1: Knights of Columbus Large Cap Value Fund Profile Q1'15

    KofC Funds Fact Sheet Large Cap Value Draft One: 11/24/14 FUND PROFILE Q1’15 [LOGO] Knights of Columbus Large Cap Value Fund This domestic equity fund is designed for faith‐based, institutional investors and invests in accordance with the guidelines of the U.S. Conference of Catholic Bishops (USCCB)

  2. Slide 2: About the Portfolio Management Team

    [Call Out Box] ABOUT THE PORTFOLIO MANAGEMENT TEAM Boston Advisors, LLC is the sub‐advisor for the Knights of Columbus equity strategies. Established in 1982, Boston Advisors is known for its hybrid investment approach, combining sophisticated, proprietary quantitative modeling with a fundamental ov

  3. Slide 3: Fund Information, Active Weights and Sector Under/Over Weights

    KofC Funds Fact Sheet Large Cap Value Draft One: 11/24/14 (BACK PAGE) Fund Information Large Cap Value Top 5/Bottom 5 Active Weights +/­ Fund (September 30, 2014) Share Class Class I Shares Top 5 Ticker Symbol KCVIX ConocoPhillips 2.09 Inception Date Month, Day, Year Benchmark Russell 1000 Value CMS

  4. Slide 4: www.KofCAssetAdvisors.org © 2015 Knights of Columbus Asset Advisors. All rights reserved.

    www.KofCAssetAdvisors.org © 2015 Knights of Columbus Asset Advisors. All rights reserved. 4

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