| Web Site Kennedy Minor Stocks Display | |
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| Inception Date | 01/02/99 |
| Sizing Method | % Portfolio Weight |
| Last Rebalanced (Every Week) | 04/04/22 |
| Ranking System | Montana1 |
| Total Market Value (inc. Cash) | 18,797,203.53 |
| Cash | 7,838.12 |
| Number of Positions | 10 |
| Total Return | 18,697.20% |
| Benchmark Return | 567.10% |
| Active Return | 18,130.11% |
| Annualized Return | 25.24% |
| Annual Turnover | 114.93% |
| Max Drawdown | -25.54% |
| Overall Winners | (215/346) 62.14% |
| Sharpe Ratio | 1.31 |
| Correlation with S&P MidCap 400 ($MID) | 0.47 |