KAGCX Mutual Fund
KAGCX Mutual Fund
KAGCX Mutual Fund
Kensington Dynamic Allocation Fund Class C
KAGCX Mutual Fund Overview
KAGCX Mutual Fund (Kensington Dynamic Allocation Fund Class C) is managed by Kensington Funds with $15.1M in net assets. KAGCX expense ratio is 2.43%, holding 14 positions across sectors including Financials. Inception date: 2020-10-23.
KAGCX performance shows a YTD return of 16.77%. The 1-year return is 23.74% and the 5-year return is 10.66%. KAGCX dividend yield stands at 7.98%, paid quarterly.
KAGCX top holdings include Us Bank Mmda - Usbgfs 9 09/01/2037 (47.2%), Vanguard Ultra Short Bond ETF (11.1%), Pgim Core Ultra Short Bond Strategy (11.0%), Jpmorgan Ultra-short Income Etf (7.4%), Ishares Floating Rate Bond Etf (5.8%). Go to all KAGCX holdings, KAGCX sectors, or KAGCX dividends.
KAGCX can be compared against other funds. Use KAGCX overlap to find shared positions, or KAGCX vs another fund for a side-by-side view. KAGCX alternatives are available via the screener, along with tax-loss harvesting opportunities.