Mutual Fund

Products  (KKMAX & KKMIX)

KKM Financial is home to the KKM Enhanced U.S. Equity  Mutual Fund.

KKM Enhanced U.S. Equity Fund 

The KKM Enhanced U.S. Equity Fund (Morningstar classification: Long/Short) seeks  to provide investors a broadly diversified portfolio of U.S. stocks with a volatility  enhancement through KKM’s proprietary dynamic volatility strategy. This higher form of diversification is designed to mitigate the negative effects of high equity correlation  in all markets. The fund will rebalance  between equities and volatility monthly.

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Definitions:

Volatility : A statistical measure of the dispersion of returns for a given security or market index.
Alpha : A measure of performance on a risk-adjusted basis.
VIX : The CBOE Volatility Index® (VIX®) is a key measure of market expectations of near-term volatility conveyed by S&P 500 stock index option prices.
The CBOE VIX Tail Hedge IndexSM (VXTHSM) is designed to help cope with extreme downward movements in the market. The strategy provides an efficient way to hedge tail risk and the VXTH Index provides a consistent benchmark for other tail hedge strategies.
U.S. Large cap : A term used by the investment community to refer to companies located in the United States with a market capitalization value of more than $10 billion.
Long position : The buying of a security such as a stock, commodity or currency, with the expectation that the asset will rise in value.
Future : an agreement traded on an organized exchange to buy or sell assets, especially commodities or shares, at a fixed price but to be delivered and paid for later.
Option : A contract that allows the holder to buy or sell an underlying security at a given price, known as the strike price.
CPO (Commoditity Pool Operator) : A CPO is an individual or organization which operates a commodity pool and solicits funds for that commodity pool. A commodity pool is an enterprise in which funds contributed by a number of persons are combined for the purpose of trading futures contracts, options on futures, retail off-exchange forex contracts or swaps, or to invest in another commodity pool.
NFA (National Futures Association) : NFA is a not-for-profit membership corporation formed in 1976 to become a futures industry's self-regulatory organization under Section 17 of the Commodity Exchange Act.
CBOE (Chicago Board of Options Exchange) : Founded in 1973, the CBOE is an exchange that focuses on options contracts for individual equities, indexes and interest rates. The CBOE is the world's largerst options market.