KLGDX Mutual Fund
KLGDX Mutual Fund
NYLI WMC Growth Fund Class R6
KLGDX Mutual Fund Overview
KLGDX Mutual Fund (NYLI WMC Growth Fund Class R6) is managed by New York Life Investments with $135.0M in net assets. KLGDX expense ratio is 0.72%, holding 51 positions across sectors including Unknown, Information Technology, Health Care. Inception date: 2021-04-26.
KLGDX performance shows a YTD return of 3.78%. The 1-year return is 11.98% and the 5-year return is 13.19%. KLGDX dividend yield stands at 3.08%, paid annually.
KLGDX top holdings include Microsoft Corp 4.100 Feb 06 37 (6.6%), Amazon.Com Inc (6.2%), Mainstay US Government Liquidity Fund (2.0%), Stryker Corp 3.375 11/25 (1.6%), Analog Devices, Inc. (1.4%). View all KLGDX holdings, sector breakdown, or dividend history.
KLGDX can be compared against other funds using the overlap calculator or side-by-side comparison tool. KLGDX alternatives are available via the screener, along with tax-loss harvesting opportunities.