KESGX Mutual Fund

KESGX Mutual Fund (Kennedy Capital ESG SMID Cap Fund) is managed by Kennedy Capital with $97.0M in net assets. KESGX expense ratio is 0.82%, holding 99 positions across sectors including Industrials, Information Technology, Health Care. Inception date: 2019-06-28.

KESGX performance shows a YTD return of 21.08%. The 1-year return is 27.89% and the 5-year return is 8.17%. KESGX dividend yield stands at 4.32%, paid annually.

KESGX top holdings include Umb Money Market Ii Special (3.3%), Ralliant Corp (1.7%), Synnex Technology International Co (1.5%), US Foods Holding Corp (1.5%), Esco Technologies Inc (1.5%). Go to all KESGX holdings, KESGX sectors, or KESGX dividends.

KESGX can be compared against other funds. Use KESGX overlap to find shared positions, or KESGX vs another fund for a side-by-side view. KESGX alternatives are available via the screener, along with tax-loss harvesting opportunities.