KLGIX Mutual Fund
KLGIX Mutual Fund
NYLI WMC Growth Fund Institutional Class
KLGIX Mutual Fund Overview
KLGIX Mutual Fund (NYLI WMC Growth Fund Institutional Class) is managed by New York Life Investments with $62.6M in net assets. KLGIX expense ratio is 0.75%, holding 51 positions across sectors including Unknown, Information Technology, Health Care. Inception date: 2009-11-02.
KLGIX performance shows a YTD return of 3.77%. The 1-year return is 11.93% and the 5-year return is 8.23%. KLGIX dividend yield stands at 3.09%, paid annually.
KLGIX 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 KLGIX holdings, sector breakdown, or dividend history.
KLGIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. KLGIX alternatives are available via the screener, along with tax-loss harvesting opportunities.