44%. 73%. Medalist Rating as of Sep 30, 2023 | See Principal Investment Hub. by Morningstar Manager Research. BNY Mellon value trend is the prevailing direction of the price over some defined period of time. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a. Zacks. Class A shares purchased without an initial sales charge that are redeemed within 18 months from. Min. To determine the best mutual funds measured by five-year returns, we looked at U. Impax acquired Pax World Funds in. Read Zacks Investment Research's latest article on Investing. Many investors like investing in companies with a large percentage. The fund seeks capital appreciation in the long term by investing in companies across any size in the United States. PCAMX. The fund's open price was 53. American Funds Growth Portfolio A made its debut in May of 2012, and since then,. The concept of trend is an important idea. JEPAX | A complete JPMorgan Equity Premium Income Fund;A mutual fund overview by MarketWatch. The fundamental analysis module provides a way to measure DREYFUS MASSACHUSETTS's intrinsic value by. Funds that emphasize investments in mid-size and smaller companies generally will experience greater price volatility. This fund has managed to produce a robust 12. This fund has managed to produce a robust 12. PAXWX Fees (% of AUM) Rank in Category (%) PAXWX Fees (% of AUM) Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. $0. PCAMX is a Large Cap Blend fund, targeting companies with market caps of over $10 billion. Initial Investment 250,000. $2. PRINCIPAL CAPITAL Shares Owned by Insiders is currently at 0. You may need to start looking for a new financial advisor if your current one has put any of these high-fee, low - return "Mutual Fund Misfires of the Market" into your portfolio. If you're invested in any of the funds in our "Magnificent Retirement Mutual Funds" list, congratulations on owning some of the best managed and top-performing mutual funds. 44% management fee. PCAMX Principal Fds Principal Capital Appreciation Fund Class R-1 (MM) New Putnam Dynamic Risk Allocation Fund Seeks to Pursue Total Return Consistency Through Varying Market Conditions PCAMX Principal Fds Principal Capital Appreciation Fund Class R-1 (MM) Putnam Announces Distribution Rates for Open-End Funds. fund, for example, is generally considered to have been the PAX World Fund, a fund launched in 1971 that eschewed investments in military-related stocks (Pax World Funds, 2004). Zacks Make the Most of Your Retirement with These Top-Ranked Mutual Funds - March 18, 2020Search query. ️ FREE NEWSLETTER: Get the best shopping deals on the brands you loveIf your financial advisor made you buy any of these "Mutual Fund Misfires of the Market" with high expenses and low returns, you need to reassess your advisor. Read Zacks Investment Research's latest article on Investing. 2002 First own-label listed equity fund launched: Impax Environmental Markets Plc. What I think can account for the superior performance of the Parnassus Fund in a rapidly deteriorating market is the difference across funds in investment objectives. If your advisor has you invested in any of these "Mutual Fund Misfires of the Market" with high fees and low returns, you need to rethink your advisor. Basic Membership Access to Journal, Shadow Stock portfolio & monthly updates for stock screens See holdings data for Principal Capital Appreciation Fund (PCAMX). Pax Mutual Funds, now overseen by Impax Asset Management LLC after its acquisition in 2018, held more than $50 billion in assets as of Jun 30, 2023. Its portfolio consists primarily of share of large and midsized companies. If you are invested in Impax Funds – regardless of share class (Investor, Institutional, or Class A) or. S. 70Our "Magnificent Retirement Mutual Funds" list includes some of the best managed and best performing funds around. Zacks Make the Most of Your Retirement with These Top-Ranked Mutual Funds - March 18, 2020If you're invested in any of the funds in our "Magnificent Retirement Mutual Funds" list, congratulations on owning some of the best managed and top-performing mutual funds. 84 0. Principal Capital Appreciation Fund seeks long-term growth of capital by investing in equity securities of companies with any market capitalization, but it has a. GVMXX. Consider adding these three top-ranked, best-performing and well-managed mutual funds to your retirement portfolio if you are looking to maximize returns. Share Class Type Institutional. 2%. ANSWER: Pax Vanguard. Investors should consider the investment objectives, risks, charges, and expenses of the fund carefully before investing. Category Large Blend. US Treasury Bonds RatesIf your financial advisor made you buy any of these "Mutual Fund Misfires of the Market" with high expenses and low returns, you need to reassess your advisor. If you're invested in any of the funds in our "Magnificent Retirement Mutual Funds" list, congratulations on owning some of the best managed and top-performing mutual funds. Principal Capital Appreciation Fund Class R-1 - Fund Profile. MailGet the lastest Fund Performance for Principal Fds, Inc. 7% involvement in carbon solutions. Pax World’s investment process is a well-defined, systematic, four-step process: (1) top-down analysis, (2) financial analysis, (3) ESG analysis, and (4) portfolio construction. This is for persons in the US only. S. Stay up to date on the latest stock price, chart, news, analysis, fundamentals, trading and investment tools. 7 billion and the Pax World Balanced Fund has $1. Overview. The holding period for determining whether a CDSC will be charged will include the holding period of the shares exchanged. government; and (2) mature in 397 days or less. Pax World Funds were renamed Impax Funds effective December 31, 2022. Share price, principal value, and return will vary and you may have a gain or loss when shares are sold. Principal Capital Appreciation Fund R-1 Class + Add to watchlist + Add to portfolio Add to watchlist + Add to portfolioAs of August 15, 2023, the fund has assets totaling almost $3. PAX is focused on investing in distressed credit, private equity secondaries, activist. See the company profile for Impax Large Cap Fund Institutional (PXLIX) including business summary, industry/sector information, number of employees, business summary, corporate governance, key. See performance data and interactive charts for Principal Capital Appreciation Fund (PCAMX). Funds. Fund : USD 9. 27 0. Current performance may be lower or higher than quoted. Stocks Analysis by Zacks Investment Research covering: . 0%. . Since then, the SRI industry has seen considerable expansion and today the total funds under management in the U. 2. 00%. Vanguard Balanced Inde. Research information including fund fees, cost projections and minimum investments for Principal Capital Appreciation Fund. Krawcheck will serve as a consultant to Impax. Through monetary grants, JustPax invests in projects and initiatives that bring innovative and novel approaches. 2004 Launch of Impax Funds (Ireland) plc, a self-managed umbrella UCITS. The working capital is usually calculated by subtracting Current Liabilities from Current Assets. Higher turnover means higher trading fees. Expense Ratio 0. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers. Any Fund may reject a request to purchase its shares by exchange. 55 0. 2. 82% increase since the beginning of the trading day. The fund had an exceptional 2019, with year-to-date returns of 21. ALL ORDS. News + Insights. Principal Funds Large Blend. [1] The company was founded by Luther Tyson [2] and Jack Corbett, [3] both of whom had worked on peace, housing and employment issues for the United Methodist Church. 21. (Please note: online account opening is not available for Institutional Class shares; please select the “By Mail” tab for instructions. Annual Session Reserve is the estimated cost of the site deposit for the next Annual Session. . It is a useful ratio when analyzing DREYFUS MASSACHUSETTS FUND profitability or the management effectiveness given the. About Us. Status Open. Annual Session Reserve is the estimated cost of the site deposit for the next Annual Session. Equity investments are subject to market fluctuations, the fund’s share price can fall because of weakness in the broad market, a particular industry, or specific holdings. The 2021 Legislature voted to approve, and Governor Gianforte signed into law, HB 701 to approve HEART. . Keefe cares about those issues globally, and locally. com. comSee All Market Activity. For this. With a five-year annual return of 10. 3-0. 1-50 of 349. A bond's maturity is the length of time until the principal must be fully repaid with interest. View daily, weekly or monthly format back to when Principal Capital Appreciation Fund stock was issued. Premier John Horgan and federal Minister of Fisheries Jonathan Wilkinson make an announcement about the Salmon Restoration and Innovation Fund during a. Foreside Financial Services, LLC is not affiliated with Impax Asset Management LLC. How to fill out principal capital appreciation separate: 01. The 1-5 rating is based on the fund’s risk-adjusted. As part of her consulting services, she will provide Impax with strategic advice and direction, marketing strategy and thought leadership and will devote only such time to such services as is reasonably necessary to. Pax World Funds was founded by two Methodist ministers who launched the first SRI mutual fund, Pax World Fund, in 1971 to avoid investing church funds in weapons. Popular news outlets such as MarketWatch, Bloomberg, or Reuters provide DREYFUS and other traded companies coverage. One Year Return is the annualized return generated from holding a security for exactly 12 months. Jean Templeton Hugill Endowment for Anesthesia Memorial Fund (Department of. Principal Capital Appreciation. | September 17, 2022The first publicly available mutual fund in the United States to use financial and social criteria in the investment process, the Pax Fund (now called Pax Sustainable Allocation Fund), helped. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers. Save this fund for later to form your own custom list of funds. 2. In the Community. TTM. The largest SRI mutual funds’ single funds are small in comparison, Parnassus’ Equity Income Fund has $3. 39 percent up since the beginning of the trading day. The strength and cohesiveness of Pax Global Environmental Markets' investment team earn the strategy a Morningstar Analyst Rating of Bronze. Mission Statement & Values. Research information including fund fees, cost projections and minimum investments for Principal Capital Appreciation Fund. Second Amended and Restated Multiple Class Plan Pursuant to Rule 18f-3. Our Investment Beliefs. 95% expense ratio is more expensive than some funds yet, the five- and 10-year returns of 11% and 13. Category Global. 980%. Consider adding these three top-ranked, best-performing and well-managed mutual funds to your retirement portfolio if you are looking to maximize returns. This summary is composed by our algorithm based on the analysis of the deals. Impax Global Environmental Markets Fund shows 15. Sign up. 910%. 61%, this fund is a well-diversified fund with a long track record of success. , on behalf of BNY Mellon AMT-Free Municipal Bond F und (the "Acquiring Fund"). You may need to start looking for a new financial advisor if your current one has put any of these high-fee, low - return "Mutual Fund Misfires of the Market" into your portfolio. See risk data for Principal Capital Appreciation Fund (PCAMX). PCAMX. When a stock is sold short, the short seller assumes the responsibility of repurchasing the stock at a lower price. Principal Capital Appreciation Fund (%) (PCAMX) Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual; Years: Jan: Feb: Mar: Apr: May: Jun: JulDREYFUS MASSACHUSETTS Pattern Recognition with Up and Down gap side by side white lines analysis. View mutual fund news, mutual fund market and mutual fund interest rates. Principal Capital Appreciation R1. How it works. More often than not, Large Cap Blend mutual funds invest in companies with a market cap of over $10 billion. 11%) At close: 08:00PM EDT Summary Chart. Zacks Equity Research. Does your current advisor have your money invested in these "Mutual Fund Misfires of the Market" that charge high fees for low returns? If so, it may be time for a new advisor. MailDoes your current advisor have your money invested in these "Mutual Fund Misfires of the Market" that charge high fees for low returns? If so, it may be time for a new advisor. Price to Earnings ratio is typically used for current valuation of PRINCIPAL CAPITAL and is one of the most popular ratios that investors monitor daily. Are You Invested In These 3 Mutual Fund Misfires? - March 04, 2020. 03 0. Advertisement Skip to Content Principal Capital Appreciation Fund seeks long-term growth of capital by investing in equity securities of companies with any market capitalization, but it has a greater exposure to large market. Working Capital is a measure of PRINCIPAL CAPITAL APPRECIATION efficiency and operating liquidity. Adj. Principal Capital Appreciation Fund-1 (PCAMX) price, news, buy or sell recommendation, and investing advice from Wall Street professionals. DREYFUS MASSACHUSETTS FUND fundamentals help investors to digest information that contributes to DREYFUS MASSACHUSETTS's financial success or failures. Stocks Analysis by Zacks Investment Research covering: Goldman Sachs Group Inc. Principal Capital Appreciation R1 (PCAMX): 1. Return on Equity or ROE tells DREYFUS MASSACHUSETTS FUND stockholders how effectually their money is being utilized or reinvested. Morningstar Medalist Rating. These markets address a number of long term macro-economic themes: growing populations, rising. 47 percent over the past three years, 7. 2014. Outstanding Shares are shares of common stock of a public PRINCIPAL CAPITAL APPRECIATION that were purchased by investors after they were authorized and issued by the PRINCIPAL CAPITAL APPRECIATION to the public. Accordingly, all performance and other information shown for the Fund for periods prior to 6. Analyze the Fund Impax Global Environmental Markets Fund Investor Class having Symbol PGRNX for type mutual-funds and perform research on other mutual funds. Stocks Analysis by Zacks Investment Research covering: . Add to portfolio. Rated on Dec 19, 2022. 2013. Read Zacks Investment Research's latest article on Investing. Read full article. For additional information, please contact your investment professional. Does your current advisor have your money invested in these "Mutual Fund Misfires of the Market" that charge high fees for low returns? If so, it may be time for a new advisor. The holding period for determining whether a CDSC will be charged will include the holding period of the. The Impax Sustainable Allocation Fund is a fund-of-funds. Search for: About Us. Principal Capital Appreciation R1 (PCAMX): 1. PRINCIPAL CAPITAL story: What is new tech IPO Sondrel, and should investors own the shares - Shares magazine and other headlines for PRINCIPAL CAPITALSummary. 29% Analysts of BNY Mellon Massachusetts render investment recommendations by dissecting financials, analyzing earning calls, and talking to BNY Mellon vendors, executives , and customers to validate their buy-or-sell advice. 61 0. You may need to start looking for a new financial advisor if your current one has put any of these high-fee, low - return "Mutual Fund Misfires of the Market" into your portfolio. The concept of trend is an important. About. Stocks Analysis by Zacks Investment Research covering: . 95% expense ratio is more expensive than some funds yet, the five- and 10-year returns of 11% and 13. The SPDR SSGA ETF was launched in 2016, and has generated annualized returns of 10% over the last three years. Stocks Analysis by Zacks Investment Research covering: . 79 MILLION invested in Clean200 companies, 12% of the fund Find the latest Principal Capital Appreciation Fund (PCAMX) stock quote, history, news and other vital information to help you with your stock trading and investing. 88%. Options: Highest Open Interest. Adj. Funding information: Funding support was provided in part by the Dr. 75 0. The traditional mutual fund companies have also started SRI funds, which are included in their total but these funds are a small portion of their family of funds. 88%. 83%. Rated on Sep 30, 2023 Published on Sep 30. BNY Mellon Shares Owned by Institutions is currently at 0. Debt to Equity is calculated by dividing the Total Debt of PRINCIPAL CAPITAL by its Equity. Shares Owned by Institutions show the percentage of the outstanding shares of stock issued by BNY Mellon that is currently owned by other institutions such as asset management firms, hedge funds, or investment banks. 87 percent over the past year, 5. On average, women hold 31% of board seats and 24% of senior management positions, in the PAX Fund’s portfolio companies, compared to the global average of 11% women in senior management. DREYFUS MASSACHUSETTS FUND. PAX WORLD FUNDS SERIES TRUST I Amended and Restated Multiple Class Plan Pursuant to Rule 18f-3. Shares Owned by Insiders show the percentage of outstanding shares owned by insiders (such as principal officers or members of the board of directors) or private individuals and entities with over 5% of the total shares outstanding. 2 Bil. Summary. NZX 50. . 96%. Get the lastest Fund Profile for Principal Fds, Inc. Stocks Analysis by Zacks Investment Research covering: Goldman Sachs Group Inc. There is no guarantee that any particular asset allocation or mix of funds will meet your investment objectives or provide you with a given level of income. PCAMX is a Large Cap Blend fund, targeting companies with market caps of over $10 billion. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. Zacks Mutual Funds Categories. Search query. Principal Capital Appreciation Fund Class R-1 - Fund Profile. The Impax Global Environmental Markets Fund seeks to achieve sustainable, above market returns over the longer term by investing globally in companies that are developing innovative solutions to resource challenges in environmental markets. State Street Institutional U. BNY Mellon Number of Shares Shorted. 10% : BNY Mellon momentum indicators tool provides the execution environment for running the Rate of change ratio indicator and other technical functions against BNY Mellon. In other words, it represents the capital appreciation of fund investments over the last year. The fund seeks capital appreciation in the long term by investing in companies across any size in the United States. 00%. The concept of trend is an. 4% 136. Distribution Fee Level Average. The funds in our "Magnificent Retirement Mutual Funds" list are among the best managed and best performing mutual funds available. Profit Margin measures overall efficiency of PRINCIPAL CAPITAL and shows its ability to withstand competition as well as defend against adverse conditions such as rising costs, falling prices, decline in sales or management distress. Fund : USD 9. NZX 50. If you're invested in any of the funds in our "Magnificent Retirement Mutual Funds" list, congratulations on owning some of the best managed and top-performing mutual funds. S. If you're invested in any of the funds in our "Magnificent Retirement Mutual Funds" list, congratulations on owning some of the best managed and top-performing mutual funds. It is an important indicator of the firm ability to continue its normal operations without additional debt obligations. Corporate Bond ETF. 46 percent over the past five years, and 8. equity funds open to new investors with low costs (expense ratios of 1% or less) and minimum investment. The speculator will make money if the stock goes down in price or will experience a loss if the stock price. 00 wire redemption fee described in the Redemptions of Institutional Class or Individual Investor Class Shares section of the prospectus be disclosed in the Shareholder Fees table. These weightings determine the relative importance of each quantity on the average. American Funds is based in Los Angeles, CA, and is the manager of GWPAX. Columbia Dividend Income Fund Class I (GSFTX): 0. 8%. . Fund . The investment seeks income and conservation of principal; as a secondary investment objective, the fund seeks long-term growth of capital. The concept of trend is an important idea in. . Distribution Fee Level Low. Equity, Diversity & Inclusion at Impax. The fund mostly fulfills this goal; however, it does exhibit 0. Intermediate-Term Core-Plus Bond Funds ; Corporate Bond Funds ; High Yield Bond Funds ; Muni National Short-Term Bond Funds ; Muni National Intermediate. The measure is considered to be good short-term measures of fund performance. 97 (1. Consumer Goods & Media. PXWIX. GSFTX is a Large Cap Value fund. Search query. By Mail. Morningstar ratings: Morningstar’s star rating system is widely used to help investors choose among the thousands of mutual funds available. Principal Capital Appreciation Fund PCAMX has $355. stock and bond market (an index fund). 62% of all the mutual funds are no. Principal Capital Appreciation Fund (PCAMX) Nasdaq - Nasdaq Delayed Price. Praxis Mutual Funds is a faith-based family of mutual funds designed to help people and groups integrate their finances with their values. 64 (-1. is another highly regarded fund that represents the entire U. BNY Mellon Massachusetts$5,000 transferred from the Operating Fund to this account in fiscal year 2013. 0% Dan is the Chief Investment Officer at Edge Asset. 0. Principal Capital Appreciation Fund R-1 Class + Add to watchlist + Add to portfolio Add to watchlist + Add to portfolioBNY Mellon Number of Employees is currently at 1. 3% 133. If your financial advisor made you buy any of these "Mutual Fund Misfires of the Market" with high expenses and low returns, you need to reassess your advisor. comBNY Mellon story: Investors Bank Acquisition Of Branches From Berkshire Bank Global Legal Chronicle Global Legal Chronicle and other headlines for BNY Mellon MassachusettsDREYFUS MASSACHUSETTS Minimum Initial Investment is currently at 0. The funds in our "Magnificent Retirement Mutual Funds" list are among the best managed and best performing mutual funds available. Vanguard Balanced Index is another highly regarded fund that represents the entire U. Government Money Market Fund Institutional Cl. Target date funds. The funds in our "Magnificent Retirement Mutual Funds" list are among the best managed and best performing mutual funds available. 84. The fund’s expense ratio is a little higher than average for its category at 1. S. RetirementThe funds in our "Magnificent Retirement Mutual Funds" list are among the best managed and best performing mutual funds available. The funds in our "Magnificent Retirement Mutual Funds" list are among the best managed and best performing mutual funds available. 2%. Expense Ratio 0. DREYFUS MASSACHUSETTS financial statements provide useful quarterly and yearly information to potential DREYFUS MASSACHUSETTS FUND investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. CLOSEIf your financial advisor made you buy any of these "Mutual Fund Misfires of the Market" with high expenses and low returns, you need to reassess your advisor. Going forward, Ms. As part of her consulting services, she will provide Impax with strategic advice and direction, marketing strategy and thought leadership and will devote only such time to such services as is reasonably necessary to. 40% 5 year 10. Number of Shares Shorted is the total amount of shares that are currently sold short by investors. 3%. 6% beat the. 32% expense ratio and 0. Class A, Class C, Individual Investor Class,. 23 0. Fund : USD 9. The Good Life. designed to advance women’s leadership, into the Pax Fund. 66% expense ratio and 0. Advertisement. 26 (+0. Principal Capital Appreciation Fund-1 (PCAMX) price, news, buy or sell recommendation, and investing advice from Wall Street professionals. Avoid These 3 Mutual Fund Misfires. Read Zacks Investment Research's latest article on Investing. 75% over the last five years. Our values. The Good Life. Does your current advisor have your money invested in these "Mutual Fund Misfires of the Market" that charge high fees for low returns? If so, it may be time for a new advisor. Research information including asset allocation, sector weightings and top holdings for Principal Capital Appreciation Fund. You may need to start looking for a new financial advisor if your current one has put any of these high-fee, low - return "Mutual Fund Misfires of the Market" into your portfolio. PCAMX: Principal Fds, Inc. Gender Equality Funds. Environmental, Social &. Share Class Type Institutional. Those managing the Fund’s investments seek to invest in securities of businesses that they believe are trading at a discount. . The Pax fund and S&P 500 both began to decline in May, with the Pax fund dropping slightly less than the S&P 500. 75% over the last five years. --. CurrenciesPCAMX Portfolio - Learn more about the Principal Capital Appreciation R1 investment portfolio including asset allocation, stock style, stock holdings and more. S. 11% 3 year 9. RetirementAustralia markets close in 5 hours 54 minutes. Performance information shown for periods prior to the acquisition represents the performance of the acquired Women’s Equity Fund. If your financial advisor made you buy any of these "Mutual Fund Misfires of the Market" with high expenses and low returns, you need to reassess your advisor. stock market. There is no guarantee that any investment strategy or approach will be. Does your current advisor have your money invested in these "Mutual Fund Misfires of the Market" that charge high fees for low returns? If so, it may be time for a new advisor. Narrow down the universe of 18,000+ funds we rank with our robust, yet easy-to-use mutual fund screeners. The mean and standard deviation of annualized percent returns are shown below. comGet the lastest Fund Performance for Principal Fds, Inc. Performance. Principal Capital Appreciation Fund Class R-1: (MF: PCAMX) (NASDAQ Mutual Funds) As of Nov 17, 2023 08:00 PM ET. Principal Capital Appreciation R1. by Robby Greengold. “They didn’t want to invest in weapons or weapons. From the people at Pax World: Pax World offers mutual funds dedicated to promoting peace, protecting the environment, advancing equality, and fostering sustainable development. The fund had an exceptional 2019, with year-to-date returns of 21. Quote. PCAMX is a Large Cap Blend fund, targeting companies with market caps of over $10 billion. Pax World launched the first socially responsible mutual fund in the United States in 1971. Principal Capital Appreciation R1 (PCAMX): 1. 01 0. The fund's portfolio managers focus on identifying undervalued sectors and securities. I'm a 29 year old…11 September 2014 Pacific Alliance Asia Opportunity Fund Limited Director Dealing Pacific Alliance Asia Opportunity Fund Limited , the. Founded in 1998, Impax Asset Management has pioneered investment in the transition to a more sustainable global economy and today is one of the largest investment managers dedicated to this area. 01%. The Pax World Balanced Fund’s primary objective is “to seek. Rated on Dec 19, 2022 Published on. The investment seeks to provide long-term growth of capital. Expense Ratio 0. , that are subjected to some kind of social screen, areThe Pax World Investment fund now holds $1. 4. Morningstar, a financial services and research firm, has reported that about 60 percent of ESG funds outperformed others between 2010 and 2020 and in 2021 returned 33. Impax Funds are distributed by Foreside Financial Services, LLC. See Principal Capital Appreciation Fund performance, holdings, fees, risk and other. League of LegendsIf your financial advisor made you buy any of these "Mutual Fund Misfires of the Market" with high expenses and low returns, you need to reassess your advisor. MailIf your financial advisor made you buy any of these "Mutual Fund Misfires of the Market" with high expenses and low returns, you need to reassess your advisor. S. Accordingly, performance of the Fund for periods prior to March 31, 2021 may not be representative of the performance the Fund would have achieved had the. Gather all relevant financial documents, such as investment statements and tax forms. KraneShares Electric Vehicles & Future Mobility Index ETF ( KARS) 0. Dollar-weighted average maturity is an average of the stated maturities of the bonds held by the fund, based on their dollar-weighted proportions in the fund. USA . 0. .