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Kennedy Capital ESG SMID Cap Fund;Inst Stock Price, News & Analysis

KESGX Nasdaq

Welcome to our dedicated page for Kennedy Capital ESG SMID Cap Fund;Inst news (Ticker: KESGX), a resource for investors and traders seeking the latest updates and insights on Kennedy Capital ESG SMID Cap Fund;Inst stock.

Our selection of high-quality news articles is accompanied by an expert summary from Rhea-AI, detailing the impact and sentiment surrounding the news at the time of release, providing a deeper understanding of how each news could potentially affect Kennedy Capital ESG SMID Cap Fund;Inst's stock performance. The page also features a concise end-of-day stock performance summary, highlighting the actual market reaction to each news event. The list of tags makes it easy to classify and navigate through different types of news, whether you're interested in earnings reports, stock offerings, stock splits, clinical trials, fda approvals, dividends or buybacks.

Designed with both novice traders and seasoned investors in mind, our page aims to simplify the complex world of stock market news. By combining real-time updates, Rhea-AI's analytical insights, and historical stock performance data, we provide a holistic view of Kennedy Capital ESG SMID Cap Fund;Inst's position in the market.

Rhea-AI Summary
Kennedy Capital Management's small cap value fund (KVALX) has earned a prestigious 4-Star Morningstar Rating, evaluated against 477 funds in the Small Cap Value Category as of May 31, 2025. The fund, launched in 2022, is managed by veteran investors Frank Latuda Jr. and McAfee Burke, leveraging a strategy that has been successful since 1983. The fund's underlying Small Cap Value strategy has demonstrated consistent performance, ranking in the top quartile for 1, 3, 5, and 10-year periods ending March 31, 2025, according to NASDAQ eVestment database. KVALX employs a fundamental, bottom-up investment approach, focusing on companies with favorable cash flow values relative to market capitalization, aiming for portfolios with below-market valuations while maintaining growth characteristics at or above benchmark levels.
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Kennedy Capital ESG SMID Cap Fund;Inst

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