Kennedy Capital ESG SMID Cap Fund

Kennedy Capital ESG SMID Cap Fund is a registered fund series of INVESTMENT MANAGERS SERIES TRUST II (series S000063803). Net assets $72.7M as of 2026-03-31.

Profile

Advisers

Top holdings (200 reported)

Showing 15 of 200 holdings by value.

HoldingTickerValue% of fund
UMB MONEY MARKET II SPECIAL /ICMMFIDU$2.4M328.96%
UMB MONEY MARKET II SPECIAL /ICMMFIDU$2.4M328.96%
UMB MONEY MARKET II SPECIAL /ICMMFIDU$2.4M328.96%
UMB MONEY MARKET II SPECIAL /ICMMFIDU$2.4M328.96%
UMB MONEY MARKET II SPECIAL /ICMMFIDU$2.4M328.96%
Ralliant CorpRAL$1.2M168.23%
Ralliant CorpRAL$1.2M168.23%
Ralliant CorpRAL$1.2M168.23%
Ralliant CorpRAL$1.2M168.23%
Ralliant Corp$1.2M168.23%
TD SYNNEX CorpSNX$1.1M153.98%
TD SYNNEX CorpSNX$1.1M153.98%
TD SYNNEX CorpSNX$1.1M153.98%
TD SYNNEX CorpSNX$1.1M153.98%
TD SYNNEX Corp$1.1M153.98%

Net asset history

Report dateNet assets
2026-03-31$72.7M
2025-12-31$70.0M
2025-09-30$71.0M
2025-06-30$65.6M
2025-03-31$60.7M
2024-12-31$63.9M
2024-09-30$64.6M
2024-06-30$59.3M

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