Kirr Marbach Partners Value (KMVAX)
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Kirr Marbach Partners Value
Columbus, OH 47202
621 Washington Street
Kirr Marbach Partners Funds Inc
Management information
Mark D. Foster,Lead manager since 30 December 1998
Mark is the Chief Investment Officer of Kirr, Marbach & Company, LLC. Mr. Foster received a Bachelor of Science degree in finance from Ball State University in 1979. Prior to joining Kirr, Marbach & Company, LLC, Mr. Foster managed equity investments for Merchants Investment Counseling, Inc. Mr. Foster joined Kirr, Marbach & Company, LLC in 1987 as a portfolio manager and has served in his current position since 1997. Mr. Foster is a Chartered Financial Analyst.
Morningstar style box
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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
CategoryMid-Cap Blend
Fund familyKirr Marbach Partners
Net assets84.93M
YTD return15.33%
Yield0.00%
Morningstar rating★★★
Inception date30 Dec 1998
Fund operations
Last dividend0.11
Last cap gain55.00
Holdings turnover10.00%
Average for categoryN/A
Fees and expenses
ExpenseKMVAXCategory average
Annual report expense ratio (net)1.46%0.94%
Prospectus net expense ratio1.46%N/A
Prospectus gross expense ratio1.56%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.32%
Max deferred sales loadN/A1.16%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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