Frequently Asked Questions

  • 1. Do I have to be affiliated with the Knights of Columbus to be eligible to invest in the Knights of Columbus’ Funds?

    No. Investors with no affiliation with the Knights of Columbus may invest in these Funds.

  • 2. I’m an individual investor, not an institution. May I still invest in the Institutional Shares if I meet the $25,000 minimum investment?

    Yes, the Institutional Shares are not limited to institutions, but are priced to reflect the level of fees that a larger institutional investor would generally receive.

  • 3. I’d like to invest across a diversified portfolio of several mutual funds. Do I need to meet the Institutional Shares’ $25,000 minimum for each fund, or can I combine my investments across multiple Funds?

    To purchase Institutional Shares of the Funds for the first time, you must invest, in the aggregate, at least $25,000 in one or more Funds.

  • 4. I have funds in an old employer’s retirement account (e.g. 401(k) or 403(b), etc.) Does Knights of Columbus accept IRA rollovers?

    Yes, Knights of Columbus Asset Advisors offers IRA accounts that can be funded from new contributions or the rollover of an existing account.

  • 5. I am ready to invest. What do I need to complete and where should I send it?

    Complete an application and submit it to Knights of Columbus Funds; c/o DST Systems, Inc; P.O. Box 219009; Kansas City, MO 64121-9009 or for overnight delivery, Knights of Columbus Funds; c/o DST Systems, Inc; 430 West 7th Street; Kansas City, MO 64105. For assistance, call Knights of Columbus Funds, toll-free at 1-844-KC-Funds (1.844.523.8637)

  • 6. Who owns Knights of Columbus Asset Advisors?

    Knights of Columbus Asset Advisors is a wholly owned subsidiary of Knights of Columbus.

  • 7. Who are the Knights of Columbus?

    Founded in 1882, to serve and protect those on the margins of society, the Knights of Columbus has grown to become the world’s largest Catholic fraternal organization with approximately 1.9 million members and over $100 billion in insurance in force. In the most recently completed fraternal year, the Knights of Columbus donated over $175 million to charitable causes and volunteered over 73 million hours in service to others.