Kensington Dynamic Allocation Fund Surpasses $1.2 Billion (As of 10/31/25) and Earns 5-Star Overall Morningstar Rating at Five-Year Milestone [Yahoo! Finance]
ACCESS Newswire Inc. (ACCS)
Company Research
Source: Yahoo! Finance
AUSTIN, TX / ACCESS Newswire / November 18, 2025 / Kensington Asset Management is proud to announce the Kensington Dynamic Allocation Fund (KAGIX) has reached its five-year anniversary, exceeding $1.2 billion in assets under management ("AUM"). The fund was also recently awarded a 5-Star Overall Morningstar Rating in the Tactical Allocation category (as of October 31, 2025) among 223 Tactical Allocation funds, based on risk-adjusted returns and is currently ranked in the top percentile among Tactical Allocation Funds for the one-year period among 242 funds for the period ending October 31, 2025, based on total return. Since its inception in 2019, the Dynamic Allocation Fund has sought to provide investors with a risk-managed approach designed to adapt to changing market environments. Guided by Kensington's quantitative models, the strategy tactically adjusts exposure between growth-oriented assets and defensive positions, seeking to balance participation and preservation through va
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ACCS
Earnings
- 11/11/25 - Beat
ACCS
Sec Filings
- 12/4/25 - Form 8-K
- 11/12/25 - Form 10-Q
- 11/12/25 - Form 8-K
- ACCS's page on the SEC website