Kennedy Capital Management's Small Cap Value Fund Earns 4-Star Morningstar Rating

Kennedy Capital Management LLC (KCM) is pleased to announce that its small cap value fund, KVALX, has achieved an initial 4-Star overall Morningstar Rating. This rating is based on Morningstar Risk-Adjusted Returns, positioning KVALX among 477 funds in its category as of May 31, 2025. The rating highlights KCM's dedication to providing strong, risk-adjusted returns.

The strategy behind KVALX has been influential since 1983, guided by experienced managers Frank Latuda, Jr., CFA®, and McAfee Burke, CFA®. Its consistent success is also reflected in the NADSAQ eVestment database, ranking it in the top quartile over various time frames. KVALX implements a bottom-up investment approach, focusing on value companies with potential growth and favorable cash flow values.

According to KCM CEO Don Cobin, the fund's 4-star rating underscores the effective teamwork and disciplined research that support the strategy, now accessible to a broader range of investors.