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Keeley Funds

KSCVX Rating, Research - Keeley Small Cap Value A

Fund Description Update

Keeley Small Cap Value I (KSCIX) Description: KSCIX is a mutual fund, which is an investment that owns a basket of assets. The KSCIX mutual fund was provided by Keeley and this investment vehicle derives the majority of its value from equity holdings (stocks). Keeleys mutual fund has a long management tenure and is in the large fund size classification. KSCIXs minimum initial investment amount is $1000000 while the IRA minimum is $0. KSCIXs expense ratio is roughly 1%. The latest KSCIXs front end load was 0% and the back end load was 0%. The Keeley Small Cap Value I (KSCIX) mutual fund falls under the small mixed category. KSCIX focuses its investments in USA and KSCIX is not affiliated with a particular industry or fund sector. The Keeley Small Cap Value I (KSCIX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find KSCIXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of KSCIXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The fund normally invests at least 80% of assets in securities of small-capitalization companies that have a market capitalization, at the time of purchase, no larger than the largest capitalization company included in the Russell 2000 Index during the most recent 11-month period plus the most recent data during the current month. It invests primarily in equity securities (see equity research). The fund may invest up to 25% of assets in foreign securities and 10% of assets in fixed-income securities.

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General Information Update

Name: Keeley Small Cap Value I
Symbol: kscix
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