KNGLX Mutual Fund
KNGLX Mutual Fund
VEST S&P 500 Dividend Aristocrats Target Income Fund Investor Class
KNGLX Mutual Fund Overview
KNGLX Mutual Fund (VEST S&P 500 Dividend Aristocrats Target Income Fund Investor Class) is managed by CBOE Vest with $4.1M in net assets. KNGLX expense ratio is 1.20%, holding 99 positions across sectors including Industrials, Consumer Staples, Financials. Inception date: 2017-09-11.
KNGLX performance shows a YTD return of 7.38%. The 1-year return is 12.25% and the 5-year return is 4.25%. KNGLX dividend yield stands at 9.95%, paid quarterly.
KNGLX top holdings include Caterpillar, Inc. (1.6%), Bendigo And Adelaide Bank (1.6%), Nextera Energy Inc (1.6%), Nucor Corp. (1.6%), West Pharm Services Inc. (1.6%). View all KNGLX holdings, sector breakdown, or dividend history.
KNGLX can be compared against other funds using the overlap calculator or side-by-side comparison tool. KNGLX alternatives are available via the screener, along with tax-loss harvesting opportunities.