KGROX Mutual Fund

KGROX Mutual Fund (Kennedy Capital Small Cap Growth Fund Class Institutional) is managed by Kennedy Capital Management with $635,563.29 in net assets. KGROX expense ratio is 0.89%, holding 80 positions across sectors including Industrials, Information Technology, Health Care. Inception date: 2022-04-27.

KGROX performance shows a YTD return of 23.04%. The 1-year return is 30.55%. KGROX dividend yield stands at 4.76%, paid annually.

KGROX top holdings include Mastec Inc (3.6%), Macom Technology Solutions Holdings, Inc. (3.4%), Umb Money Market Ii Special (3.1%), Onto Innovation Inc (2.8%), Jfrog Ltd (2.7%). Go to all KGROX holdings, KGROX sectors, or KGROX dividends.

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