Kennedy Capital Small Cap Value Fund Institutional Class — Kennedy Capital Management — Fact Sheet (June 2022)

3 slides from Kennedy Capital Small Cap Value Fund Institutional Class's fact sheet, Jun 30, 2022

Slide 1: ESG SMID Cap Fund (KESGX)
Kennedy Capital ESG SMID Cap Fund (KESGX) 1 Environmental | Social | Governance Data as of June 30, 2022 As compared OBJECTIVE PERFORMANCE (Net of Fees as of 6/30/22) to the benchmark, The Fund investment objective is capital appreciation. Since Inception ESG SMID Cap has: 3-Month Year-To-Date 1-Yea
Slide 2: How We Define ESG Characteristics
Kennedy Capital ESG SMID Cap Fund HOW WE DEFINE ESG CHARACTERISTICS Emphasize companies that leverage a key environmental advantage RUSSELL KESGX vs. their peers. Significantly lower carbon footprint vs. benchmark. 2500™ ENVIRONMENTAL Carbon Emissions (Scope1 Wtd. Avg., mt.) 4 94,397 618,371 Emphasi
Slide 3: Kennedy Capital ESG SMID Cap Fund
Kennedy Capital ESG SMID Cap Fund 6.) The price-to-earnings (P/E) ratio is defined as a ratio for valuing a company that measures its current share price relative to its per-share earnings. © 2022 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Mornings