| Web Site Kennedy Minor Cap Display | |
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| Inception Date | 01/02/99 |
| Sizing Method | % Portfolio Weight |
| Last Rebalanced (Every Week) | 01/02/23 |
| Ranking System | Montana1 |
| Total Market Value (inc. Cash) | 20,067,536.25 |
| Cash | 21,342.86 |
| Number of Positions | 10 |
| Total Return | 19,967.54% |
| Benchmark Return | 552.61% |
| Active Return | 19,414.93% |
| Annualized Return | 24.71% |
| Annual Turnover | 120.08% |
| Max Drawdown | -25.54% |
| Overall Winners | (225/365) 61.64% |
| Sharpe Ratio | 1.30 |
| Correlation with | 0.48 |