Catholic Investor International Eq Inv (KCIVX)
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Catholic Investor International Eq Inv
Advisors' Inner Circle Fund III
One Freedom Valley Drive
844-523-8637
Management information
James W. Gaul,Lead manager since 30 September 2019
Mr. Gaul is a Senior Vice President and Portfolio Manager at Boston Advisors. As a member of the Institutional Equity Team, he is lead portfolio manager on the firm’s Small Cap Growth and Large Cap Core strategies.
Mr. Gaul has more than twenty years of industry-related experience, including investment banking, sales and trading, and investment management. Prior to joining Boston Advisors in 2005, Mr. Gaul was an institutional fixed income sales professional with Commerce Capital Markets, Inc. and Advest, Inc. Previously, he worked closely with non-profit and municipal borrowers structuring tax-exempt bond issues for Advest, Inc.'s Public Finance Investment Banking department.
Mr. Gaul earned a B.S. degree in investments from Babson College, an M.S. degree in investment management with High Honors at the Boston University Questrom School of Business and is a member of Beta Gamma Sigma International Honor Society. He is an active supporter of Babson’s academic community, including guest lecturing for graduate-level courses. Mr. Gaul holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the CFA Society Boston.
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryForeign Large Blend
Fund familyCatholic Investor
Net assets108.05M
YTD return7.06%
Yield0.85%
Morningstar rating★★★
Inception date29 Jun 2016
Fund operations
Last dividend0.04
Last cap gain0.00
Holdings turnover49.00%
Average for categoryN/A
Fees and expenses
ExpenseKCIVXCategory average
Annual report expense ratio (net)1.35%0.92%
Prospectus net expense ratio1.35%N/A
Prospectus gross expense ratio1.61%N/A
Max 12b1 fee0.25%N/A
Max front end sales loadN/A5.28%
Max deferred sales loadN/A1.46%
3-yr expense projection483N/A
5-yr expense projection852N/A
10-yr expense projection1,889N/A
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