</ iframe > </noscript> <!-- End Google Tag Manager (noscript) --> <div> <a class="score-button primary md bg-colorKnightGold colorBlack skip-to-main-btn" href="#main-content" target="_self" rel="noopener noreferrer">Skip to main content</a> <header> <div class="header-utility-wrapper"> <div class="container"> <ul> <li> <a href="https://rynqut.files.cmp.optimizely.com/download/assets/kocaa_crs/3b5ba96e6b5e11efa4646e719eeb2ca8" target="_blank" rel="noreferrer">Client Relationship Summary</a> </li> <li> <a href="/resources/faq/" target="_self" rel="">FAQ</a> </li> <li> <a href="tel:203-752-4502" target="_self" rel="">203-752-4502</a> </li> </ul> </div> </div> <div class="header-wrapper"> <div class="container"> <div class="header-logo"> <a href="/"> <img src="https://images2.cmp.optimizely.com/assets/kofc_asset_advisors_logo/Zz1kOWU2MzE2ODc1YTgxMWVmODFjOWI2ZDk2NzFiNDMxMQ==" loading="lazy" class="score-image img-fluid" alt="KOFC Asset Advisors Logo" /> </a> </div> <div class="header-links"> <a class="score-button default md ghost black GTMBUTTON" target="_self" rel="" href="/contact-us/" data-target="" data-toggle="" > CONTACT US </a> <a class="score-button default md primary bg-buttonPrimary GTMBUTTON" target="_blank" rel="noreferrer" href="https://app.modestspark.com/usersecurity/login?domain=kofc.org" data-target="" data-toggle="" > <span>My </span> <span class="no-wrap"> Account <svg data-name="open" class="icon external" xmlns="http://www.w3.org/2000/svg" width="24" height="24" viewBox="0 0 24 24"> <g class="icon-group" data-name="Group 2409" transform="translate(0.375 0.375)"> <path data-name="Path 671" d="M48.347,36.612a1.124,1.124,0,0,0-1.122,1.122v7.347a2.145,2.145,0,0,1-2.143,2.143H30.388a2.145,2.145,0,0,1-2.143-2.143V30.388a2.145,2.145,0,0,1,2.143-2.143h7.347a1.122,1.122,0,0,0,0-2.245H30.388A4.393,4.393,0,0,0,26,30.388V45.081a4.393,4.393,0,0,0,4.388,4.388H45.081a4.393,4.393,0,0,0,4.388-4.388V37.735A1.124,1.124,0,0,0,48.347,36.612Z" transform="translate(-26 -26)" fill="#3a393b" /> <path data-name="Path 672" d="M246.452,26.326a1.129,1.129,0,0,0-.789-.326h-5.72a1.122,1.122,0,1,0,0,2.245h3.007l-8.7,8.693a1.124,1.124,0,0,0-.007,1.587l0,0a1.124,1.124,0,0,0,1.587.006l8.7-8.7v3a1.122,1.122,0,1,0,2.245,0V27.124A1.117,1.117,0,0,0,246.452,26.326ZM234.465,38.314Z" transform="translate(-223.31 -26)" fill="#3a393b" /> </g> <rect data-name="Rectangle 558" width="24" height="24" transform="translate(24 24) rotate(180)" fill="none" /> </svg> </span> </a> </div> </div> </div> <nav class="header-navigation-wrapper" aria-label="Main Navigation"> <ul class="container"> <li class="item "> <a class="score-button button" tabindex="0">About Us</a> <ul> <li class="subitem"> <a href="/mission/" target="_self">About Us</a> </li> <li class="subitem"> <a href="/mission/our-team/" target="_self">Our People</a> </li> <li class="subitem"> <a href="/mission/our-difference/" target="_self">What Makes Us Different</a> </li> </ul> </li> <li class="item "> <a class="score-button button" tabindex="0">Invest</a> <ul> <li class="subitem"> <a href="/invest/" target="_self">Approach</a> </li> <li class="subitem"> <a href="/invest/mutual-funds/" target="_self">Mutual Funds</a> </li> <li class="subitem"> <a href="/invest/account-strategies/" target="_self">Separate Accounts</a> </li> <li class="subitem"> <a href="/invest/model-portfolios/" target="_self">Model Portfolios</a> </li> <li class="subitem"> <a href="/invest/target-date/" target="_self">Target Date Portfolios</a> </li> <li class="subitem"> <a href="https://faithinvestorservices.com/etfs/kocg" target="_blank">Exchange Traded Funds (ETFs)</a> </li> <li class="subitem"> <a href="https://www.knightscharitable.org/" target="_blank">Donor Advised-Funds</a> </li> </ul> </li> <li class="item "> <a class="score-button button" tabindex="0">News & Insights</a> <ul> <li class="subitem"> <a href="/news/cio-corner/" target="_self">CIO Corner</a> </li> <li class="subitem"> <a 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</li> <li> <a class="score-button default md primary bg-buttonPrimary GTMBUTTON" target="_blank" rel="noreferrer" href="https://app.modestspark.com/usersecurity/login?domain=kofc.org" data-target="" data-toggle="" > <span>My </span> <span class="no-wrap"> Account <svg data-name="open" class="icon external" xmlns="http://www.w3.org/2000/svg" width="24" height="24" viewBox="0 0 24 24"> <g class="icon-group" data-name="Group 2409" transform="translate(0.375 0.375)"> <path data-name="Path 671" d="M48.347,36.612a1.124,1.124,0,0,0-1.122,1.122v7.347a2.145,2.145,0,0,1-2.143,2.143H30.388a2.145,2.145,0,0,1-2.143-2.143V30.388a2.145,2.145,0,0,1,2.143-2.143h7.347a1.122,1.122,0,0,0,0-2.245H30.388A4.393,4.393,0,0,0,26,30.388V45.081a4.393,4.393,0,0,0,4.388,4.388H45.081a4.393,4.393,0,0,0,4.388-4.388V37.735A1.124,1.124,0,0,0,48.347,36.612Z" transform="translate(-26 -26)" fill="#3a393b" /> <path data-name="Path 672" d="M246.452,26.326a1.129,1.129,0,0,0-.789-.326h-5.72a1.122,1.122,0,1,0,0,2.245h3.007l-8.7,8.693a1.124,1.124,0,0,0-.007,1.587l0,0a1.124,1.124,0,0,0,1.587.006l8.7-8.7v3a1.122,1.122,0,1,0,2.245,0V27.124A1.117,1.117,0,0,0,246.452,26.326ZM234.465,38.314Z" transform="translate(-223.31 -26)" fill="#3a393b" /> </g> <rect data-name="Rectangle 558" width="24" height="24" transform="translate(24 24) rotate(180)" fill="none" /> </svg> </span> </a> </li> </ul> <ul aria-label="menu" class="mobile-categories"> <li class="item"> <div>About Us</div> <ul> <li class="subitem"> <a href="/mission/" target="_self">About Us</a> </li> <li class="subitem"> <a href="/mission/our-team/" target="_self">Our People</a> </li> <li class="subitem"> <a href="/mission/our-difference/" target="_self">What Makes Us Different</a> </li> </ul> </li> <li class="item"> <div>Invest</div> <ul> <li class="subitem"> <a href="/invest/" target="_self">Approach</a> </li> <li class="subitem"> <a href="/invest/mutual-funds/" target="_self">Mutual Funds</a> </li> <li class="subitem"> <a href="/invest/account-strategies/" target="_self">Separate Accounts</a> </li> <li class="subitem"> <a href="/invest/model-portfolios/" target="_self">Model Portfolios</a> </li> <li class="subitem"> <a href="/invest/target-date/" target="_self">Target Date Portfolios</a> </li> <li class="subitem"> <a href="https://faithinvestorservices.com/etfs/kocg" target="_blank">Exchange Traded Funds (ETFs)</a> </li> <li class="subitem"> <a href="https://www.knightscharitable.org/" target="_blank">Donor Advised-Funds</a> </li> </ul> </li> <li class="item"> <div>News & Insights</div> <ul> <li class="subitem"> <a href="/news/cio-corner/" target="_self">CIO Corner</a> </li> <li class="subitem"> <a href="/news/market-insights/" target="_self">Market Insights</a> </li> <li class="subitem"> <a href="/news/press-releases-news/" target="_self">News</a> </li> <li class="subitem"> <a href="https://www.kofc.org/familyfinance" target="_blank">Family Finance</a> </li> <li class="subitem"> <a href="/news/investment-updates/" target="_self">Investment Updates</a> </li> </ul> </li> <li class="item"> <div>Resources</div> <ul> <li class="subitem"> <a href="/resources/forms/#tab-1-application--account-forms" target="_self">Application Account Forms</a> </li> <li class="subitem"> <a href="/resources/forms/#tab-2-tax-forms" target="_self">Tax Forms</a> </li> <li class="subitem"> <a href="/resources/forms/#tab-3-prospectuses" target="_self">Prospectuses</a> </li> <li class="subitem"> <a href="/resources/forms/#tab-4-fund-profiles" target="_self">Fund Profiles</a> </li> <li class="subitem"> <a href="/resources/forms/#tab-5-tailored-shareholder-reports" target="_self">Tailored Shareholder Reports</a> </li> <li class="subitem"> <a href="/resources/forms/#tab-6-important-investor-documents" target="_self">Important Investor Documents</a> </li> <li class="subitem"> <a href="/resources/forms/#tab-7-whitepapers--research" target="_self">Whitepapers and Research</a> </li> </ul> </li> </ul> <ul class="header-mobile-utility"> <li> <a href="https://rynqut.files.cmp.optimizely.com/download/assets/kocaa_crs/3b5ba96e6b5e11efa4646e719eeb2ca8" target="_blank" rel="noreferrer">Client Relationship Summary</a> </li> <li> <a href="/resources/faq/" target="_self" rel="">FAQ</a> </li> <li> <a href="tel:203-752-4502" target="_self" rel="">203-752-4502</a> </li> </ul> </div> </div> </header> <main class="page-wrapper home-page-type" id="main-content"> <section class="section-hero-block fontProxima bg-colorInsuranceBlue fullWidthCentered overDark image default default " style="background-image:url('https://images1.cmp.optimizely.com/assets/church_ceiling/b545b0006b5c11ef92d8da960cf07bb7?width=1366&height=600');"> <div class="container"> <div class="page-layout contentContained"> <div class="score-section-hero bg-colorNavyKnight opacity-100 " style=""> <H1 class="colorKnightGold headlineXXL"> INVEST WITH INTEGRITY </H1> <p class="subtitle ">Help Secure Your Financial Future with Faith-Based Investing</p> <div class="score-hero-body"> <span class="content-area__copy"> <div class="rich-text "> <p style="text-align: center;">Trust Knights of Columbus Asset Advisors to help you and your family pursue your financial goals using a wealth of investment products that suit your life and your faith.</p> </div> </span> </div> <div class="score-call-to-action"> <a class="score-button default md primary bg-buttonPrimary GTMBUTTON" target="_self" rel="" href="/investing-mission-faith-finance/?domain=kofc.org" data-target="" data-toggle="" > The Catholic Difference </a> <a class="score-button default md ghost white GTMBUTTON" target="_self" rel="" href="/resources/impact-report2024/" data-target="" data-toggle="" > View 2024 Impact Report </a> </div> </div> </div> </div> </section> <section class="score-stripe justify-center flex-teaser default " style="" data-epi-type="content"> <div class="container"> <div class="w-full"> <div class="section-header text-center"> <H2 class=" headlineXL"> THE INTERSECTION OF CATHOLIC AND COMPETITIVE </H2> </div> <div class="content-area text-left"> <div class=" content-area__copy"> <div class="score-rich-text-block text-center default default"> <div class="content-area "> <div class="rich-text "> <p>KoCAA is at the intersection of being Catholic and competitive. With an investment portfolio over $28 billion strong and a commitment to aligning to the investment guidelines set by the United States Conference of Catholic Bishops (USCCB), we offer clients a way to invest with integrity. We provide “value with values” – by helping clients pursue their financial goals with faith-based investment solutions.</p> </div> </div> </div> </div> </div> </div> </div> </section> <section class="score-stripe bg-colorLightGrey justify-center flex-teaser default default " style="background-image:url('https://images3.cmp.optimizely.com/assets/mountain+scene/943313387ab811ef9f0efa3d5182efa0?width=1366');" data-epi-type="content"> <div class="container"> <div class="w-full"> <div class="content-area text-center"> <div class=" w-8col"> <form method="post" novalidate="novalidate" data-f-metadata="" aria-labelledby="a6663a5f-39fb-4cf0-b8f4-3542f013f733_label" enctype="multipart/form-data" class="EPiServerForms ValidationSuccess bg-colorWhite callout-form opacity-90 " data-f-type="form" id="a6663a5f-39fb-4cf0-b8f4-3542f013f733"> <script type="text/javascript" > // This view acts as a rendering template to render InitScript(and server-side Form's descriptor) in FormContainerBlock's client-side for Form[a6663a5f-39fb-4cf0-b8f4-3542f013f733]. // TECHNOTE: all serverside (paths, dynamic values) of EPiServerForms will be transfered to client side here in this section. 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StepsInfo : { Steps: [{"index":0,"attachedUrl":"","dependField":null,"dependCondition":null,"isActive":true,"attachedContentLink":"","dependValue":"","elementName":"__field_","guid":"00000000-0000-0000-0000-000000000000"}] }, FieldsExcludedInSubmissionSummary: [], ElementsInfo: JSON.parse("{\"__field_5659\":{\"type\":\"EPiServer.Forms.Implementation.Elements.TextboxElementBlock\",\"friendlyName\":\"Email address\",\"customBinding\":false},\"__field_7140\":{\"type\":\"Knights.Web.Features.Blocks.Forms.FormSubmitButtonBlock\",\"friendlyName\":\"FormSubmitButtonBlock\",\"customBinding\":false},\"__field_7663\":{\"type\":\"EPiServer.Forms.Implementation.Elements.ChoiceElementBlock\",\"friendlyName\":\"Element: Acknowledgement\",\"customBinding\":false}}"), DataSubmitController: "/EPiServer.Forms/DataSubmit", }; /// TECHNOTE: Calculation at FormInfo level, and these values will be static input for later processing. workingFormInfo.StepsInfo.FormHasNoStep_VirtualStepCreated=true; // this FLAG will be true, if Editor does not put any FormStep. 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I may unsubscribe at any time. (Please check) </label> </div> </fieldset> <span class="Form__Element__ValidationError hidden" data-f-linked-name="__field_7663" data-f-validationerror="" id="__field_7663_desc" role="alert"></span></div></div> </section> </div> <input name="__RequestVerificationToken" type="hidden" value="CfDJ8MOYnZuG7blNoOyDVlxDFlO3tETWeI3rGo3lf9DFTsS3k13uGA5C46vlk20qs1IlIDNHcmkBQ3FFX0rAxjNHU-4pH-k1ObZHvBZx2EZiZE2btoEVrPe1ObzsxWoSQFRJ9wjy9N4RhddYwGws53kIs8U" /></form> </div> </div> </div> </div> </section> </main> <div class="jump-to-top-btn"> <button type="button" class="scrollToTopBtn show"> <svg xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink" width="24" height="24" viewBox="0 0 24 24"> <circle cx="11" cy="11" r="11" transform="translate(1 1)" fill="#fff" opacity="0.65" /> <g transform="translate(0.375 0.399)"> <g> <path d="M0,11.8A11.8,11.8,0,1,1,11.8,23.6,11.814,11.814,0,0,1,0,11.8m21.529,0A9.728,9.728,0,1,0,11.8,21.528,9.739,9.739,0,0,0,21.529,11.8" transform="translate(0 0)" fill="#626161" /> <path d="M14.648,27.369l6.579-6.579,6.579,6.579L26.34,28.834l-5.113-5.113-5.113,5.113Z" transform="translate(-9.426 -13.378)" fill="#626161" /> </g> </g> <rect width="24" height="24" fill="none" /> </svg> <span>Scroll up</span> </button> </div> <footer class="footer-block-wrapper"> <div class="container footer-block"> <div class="footer-menu"> <div class="footer-panel"> <div class="menu-list-block"> <h3 class="section-title">About Us</h3> <ul class="menu-list-links"> <li class="menu-list-item"> <a href="/mission/" target="_self" aria-label="About Us">About Us</a> </li> <li class="menu-list-item"> <a href="/mission/our-team/" target="_self" aria-label="Our People">Our People</a> </li> <li class="menu-list-item"> <a href="/mission/our-difference/" target="_self" aria-label="What Makes Us Different">What Makes Us Different</a> </li> </ul> </div> </div> <div class="footer-panel"> <div class="menu-list-block"> <h3 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(SIDCO, 1 Freedom Valley Drive, Oaks, PA, 19456) is the distributor for the Knights of Columbus Funds.</p> </div> </address> </div> <div class="footer-social"> <a href="https://www.linkedin.com/company/kocaa" target="_blank" aria-label="Connect on LinkedIn"> <img class="social-icon" src="https://images4.cmp.optimizely.com/assets/linkedin.svg/Zz03YTNjNWExYzM1M2UxMWVmODEyZjRlYWQyMTViYzVlYg==" loading="lazy" alt="LinkedIn icon" /> </a> <a href="https://www.facebook.com/KofCAssetAdvisors" target="_blank" aria-label="Facebook"> <img class="social-icon" src="https://images2.cmp.optimizely.com/assets/facebook.svg/Zz02YWRlNmNiODM1M2UxMWVmYjViZjhhNDYzOGQxODJhOQ==" loading="lazy" alt="Facebook icon" /> </a> </div> </div> </div> <div class="footer-utility-main-wrapper"> <div class="container footer-utility-wrapper"> <div class="footer-utility-links"> <ul> <li> <a href="/contact-us/" target="_self" aria-label="Contact"> Contact </a> </li> <li> <a href="/policies/" target="_self" aria-label="Legal"> Legal </a> </li> <li> <a href="/policies/disclosure/" target="_self" aria-label="Disclosure"> Disclosure </a> </li> <li> <a href="/policies/privacy/" target="_self" aria-label="Privacy"> Privacy </a> </li> <li> <a href="/resources/forms/#tab-5-important-investor-documents" target="_self" aria-label="INVESTOR DOCUMENTS"> INVESTOR DOCUMENTS </a> </li> <li> <a href="/sitemap/" target="_self" aria-label="Sitemap"> Sitemap </a> </li> </ul> </div> <div class="footer-utility-copy-right"> <p><span class="copyright"><span class="copy-label ng-binding"><span class="ui-provider a b c d e f g h i j k l m n o p q r s t u v w x y z ab ac ae af ag ah ai aj ak" dir="ltr">©</span>Copyright </span><span class="copy-year ng-binding">2025</span><span class="copy-separator">, </span>Knights of Columbus Asset Advisors. </span><span class="rights">All Rights Reserved.</span></p> </div> </div> </div> </footer> <script src="/dist/sites/KAA/vendor.js?v=FmWJZqeNtdsqcb59pYuOmh-eMDML8t_9vFP5vZZ9jP4" type="module"></script> <script src="/dist/sites/KAA/main.js?v=hJwZvaKyoa2nm4lDtB8sK4GgKlVeUs3GIpQD9Uto_UE" type="module"></script> <script src="/Util/EPiServer.Forms/jquery-3.5.1.min.js"></script> <script> /* This EPiServerForms_prerequisite.js TEMPLATE will be compiled with serverside values and injected into ViewMode page We reuse the existed global var epi from EPiServer CMS, if any. It will init/grab the epi object, and init epi.EPiServer.Forms object */ // (by default) Forms's jQuery will be injected right before this file. From now on, we refer Forms own jQuery as $$epiforms. // after this code, the object $ and jQuery will revert back to its original meaning in original library (Alloy jQuery or other lib). // Our clients' sites may include their own Jquery version (e.g. a higher version for some special functionalities), which leads to unexpected conflicts with ours. // To avoid this, we use jQuery.noConflict() to set up $$epiforms as an allias for our jquery and then, revert Jquery allias to clients' by using // epi.EPiServer.Forms.OriginalJQuery whose value is set up as Jquery at the beginning in FormBlockController. // This also allows us to extend our own Jquery's functionalities without causing further conflicts. var $$epiforms = epi.EPiServer.Forms.InjectFormOwnJQuery ? jQuery.noConflict() : jQuery; if (epi.EPiServer.Forms.OriginalJQuery) { jQuery = epi.EPiServer.Forms.OriginalJQuery; delete epi.EPiServer.Forms.OriginalJQuery; } (function () { var externalScript = ["/Util/EPiServer.Forms.Samples/jquery-ui/jquery-ui.min.js","/Util/EPiServer.Forms.Samples/js/EPiServerFormsSamples.js"], externalCss = ["/Util/EPiServer.Forms.Samples/css/EPiServerFormsSamples.css","/Util/EPiServer.Forms.Samples/jquery-ui/jquery-ui.min.css","/Util/EPiServer.Forms.Samples/jquery-ui/jquery-ui.structure.min.css","/Util/EPiServer.Forms.Samples/jquery-ui/jquery-ui.theme.min.css"]; if (epi.EPiServer.Forms.ExternalScriptSources) { externalScript = epi.EPiServer.Forms.ExternalScriptSources.concat(externalScript); // Remove duplicate items externalScript = externalScript.filter(function (value, index, self) { return self.indexOf(value) === index; }); } if (epi.EPiServer.Forms.ExternalCssSources) { externalCss = epi.EPiServer.Forms.ExternalCssSources.concat(externalCss); // Remove duplicate items externalCss = externalCss.filter(function (value, index, self) { return self.indexOf(value) === index; }); } $$epiforms.extend(true, epi.EPiServer, { CurrentPageLink: "94", CurrentPageLanguage: "en", CurrentFormLanguage: "en", Forms: { Utils: {}, Data: {}, Extension: {}, Validation: {}, Navigation: {}, Dependency: {}, $: $$epiforms, // save our own link to our own jQuery ThrottleTimeout: 500, // miliseconds ExternalScriptSources: externalScript, ExternalCssSources: externalCss, UploadExtensionBlackList: "asp,aspx,asa,ashx,asmx,bat,chm,class,cmd,com,config,dll,exe,hta,htr,htw,jse,json,lnk,mda,mdb,msc,msh,pif,printer,ps1,ps2,reg,rem,scf,scr,sct,shtm,shtml,soap,stm,svc,url,vb,vbe,vbs,vsix,ws,wsc,wsf,wsh,xamlx,htm,html,js,jar", Messages: {"viewMode":{"malformStepConfiguration":"Improperly formed FormStep configuration. 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