KVALX ETF (Kennedy Capital Small Cap Value Fund Class Institutional) is managed by Kennedy Capital Management with $71.4M in net assets. KVALX expense ratio is 0.89%, holding 113 positions across sectors including Financials, Industrials, Health Care. Inception date: 2022-04-27.

KVALX performance shows a YTD return of 8.17%. The 1-year return is 11.09%. KVALX dividend yield stands at 3.29%, paid annually.

KVALX top holdings include Goldman Sachs Financial Square Government Fund (3.0%), Bank Ozk (1.8%), Azz Inc (1.8%), Valmont Industries Inc (1.5%), Wintrust Financial Corp (1.5%). View all KVALX holdings, sector breakdown, or dividend history.

KVALX can be compared against other funds using the overlap calculator or side-by-side comparison tool. KVALX alternatives are available via the screener, along with tax-loss harvesting opportunities.