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KAT Stock Price, Chart, Stats & News

Large Blend
Category
0.40%
Dividend yield
0.75%
Expense ratio
665.98M
Assets
0.50%
1Y return

KAT chart

1M
3M
1Y
5Y
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KAT returns

YTD
0.19%
1Y
0.50%
3Y
8.66%
5Y
5.43%
10Y
8.91%
1Y volatility11.19%
3Y volatility11.78%
Sharpe ratio0.51

About

KAT is an actively managed Exchange Traded Fund that primarily invests in a concentrated portfolio of 25 to 35 mid- and large-capitalization equities sourced globally. The fund's objective is to achieve substantial long-term capital appreciation while aiming to minimize potential losses. Its strategy is rooted in a disciplined value-oriented approach, identifying companies with robust financial fundamentals—such as growing earnings, cash flow, or book value—that are currently undervalued in the market.

Top 10 KAT holdings

HoldingOwnership
Financial Services
14.65%
Financial Services
13.73%
Financial Services
9.95%
Financial Services
6.22%
Financial Services
4.48%
Financial Services
4.47%
Financial Services
4.33%
Financial Services
4.26%
Financial Services
3.51%
Financial Services
3.41%

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