Kirr Marbach Partners Value Fund

Class No Load (KMVAX)
3 / 5 Stars
4 4 3 2 5
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
C (Hold)

#43 in Mid-Cap Growth

U.S. News evaluated 221 Mid-Cap Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Kirr Marbach Partners funds

See full Mid-Cap Growth rankings

See more fund rankings


The fund has returned 20.90 percent over the past year, 15.32 percent over the past three years, 24.43 percent over the past five years, and 8.23 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 3.3%
1 Year 20.9%
3 Years (Annualized) 15.3%
5 Years (Annualized) 24.4%
10 Years (Annualized) 8.2%

See more KMVAX performance


The investment seeks long-term capital growth. The fund invests primarily in common stocks of companies with medium market capitalization. Under normal circumstances, 50% or more of its investments consist of common stocks of medium capitalization companies which typically have a market capitalization of between $1 billion to $10 billion. The fund invests at least 65% of total assets in common stocks and other equity securities. It may also invest in small capitalization companies and, from time to time, large capitalization.


Fees are Low compared to funds in the same category.
Kirr Marbach Partners Value Fund has an expense ratio of 1.45 percent.

See more KMVAX fees


Risk is High compared to funds in the same category according to Morningstar.

See more KMVAX risk

Mid-Cap Growth Funds

Highest Returns (10-year)

See More Funds