- What does KMVAX invest in?
- The fund seeks to achieve its investment objective by investing in common stocks of companies with small-capitalizations (less than $1 billion), medium-capitalizations ($1-$15 billion) and large-capitalizations (more than $15 billion). Under normal circumstances, at least 65% of its total assets will consist of common stocks or other equity securities.
- What is the expense ratio of KMVAX?
- Kirr Marbach Partners Value Fund (KMVAX) charges an expense ratio of 1.35%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is KMVAX?
- Kirr Marbach Partners Value Fund (KMVAX) manages $116.9M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is KMVAX actively managed or an index fund?
- KMVAX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was KMVAX launched?
- Kirr Marbach Partners Value Fund (KMVAX) launched in December 1998 and is managed by the fund issuer.
- How has KMVAX performed?
- KMVAX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
