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KL Allocation Fund - Advisor Class (GAVAX)

NASDAQ Financial Services Asset Management
$11.03 ▲ +0.27%
Market Cap
$26.3M
Sector
Financial Services
Industry
Asset Management
Beta
0.67
52-Wk Range
10.53-11.34
CEO
Country
US
Currency
USD

KL Allocation Fund - Advisor Class operates in the Asset Management industry of the Financial Services sector, headquartered in Milwaukee, WI, US. The stock last traded at $11.03, up 0.27% on the session, giving a market capitalisation of $26.3M. Its beta of 0.67 implies it has historically moved less than the broad market.

Company profile
Exchange
NASDAQ
Employees
IPO date
2010-09-30
Headquarters
Milwaukee, WI, US
About KL Allocation Fund - Advisor Class

The KL Allocation Fund utilizes a diversified asset allocation strategy, distributing its investments across three core asset classes: equities, fixed income, and highly liquid cash or cash equivalents. The fund's portfolio may comprise securities from both domestic (U.S.) and international issuers. Furthermore, it allocates capital to exchange-traded funds (ETFs) primarily focused on debt instruments, as well as specialized ETFs that target a broad spectrum of fixed-income assets, including government, municipal, corporate, and mortgage-backed securities.

Comparable companies

KL Allocation Fund - Advisor Class is most often compared with the following Financial Services names:

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