Kensington Asset Management

Kensington Dynamic Allocation Fund Surpasses $1.2 Billion (As of 10/31/25) and Earns 5-Star Overall Morningstar Rating at Five-Year Milestone


Ranked 1% for the one-year period in Morningstar’s Tactical Allocation Category

AUSTIN, Texas, 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 varying market cycles.

“We’re incredibly grateful for the trust our investors have placed in us,” said Jordan Flebotte, Portfolio Manager at Kensington Asset Management. “This recognition from Morningstar and the fund’s continued growth reaffirm our mission: to provide investors with a disciplined, risk-managed path to participate in market opportunities while helping protect against major drawdowns.”

The Fund’s disciplined, momentum-based framework enables dynamic shifts across equity and fixed income markets, allowing it to navigate both advancing and declining environments with agility and prudence.

The Kensington Dynamic Allocation Fund is available in multiple share classes through financial advisors and select platforms. For more information, please visit www.kensingtonassetmanagement.com.


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