Sentences with phrase «kl allocation fund»
With respect to these World Allocation funds, the KL Allocation Fund (GAVIX) received a Morningstar Rating of 4 stars and 4 stars for the three - year and overall periods, respectively.
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The KL Allocation Fund had a low correlation to benchmark indexes compared to the Morningstar category average and a high tracking error, indicating a high level of active management and conviction.
The KL Allocation Fund (GAVIX) was in the 75 percentile for the 1 year period among 487 peers in the Morningstar World Allocation Category; 9 % in the 3 year period among 441 peers, and 1 % in the 5 year period among 404 peers.The Morningstar percentile ranking is based on the fund's treynor ratio relative to all funds that have the same category for the same time period.
The Gavekal KL Allocation Fund is currently available on these and other custodian and broker - dealer platforms:
The inception date for the KL Allocation Fund is 09/30/10.
As of 3/31/2018, the 1 - year, 5 - year and since inception annualized total returns for the KL Allocation Fund Advisor Class were 8.98 %, 6.92 % and 8.16 % and Institutional Class were 9.29 %, 7.17 % and 8.46 %, respectively.