KGROX Mutual Fund

NAV$17.04

AUM$644,996.85

TER0.89%

Holdings80

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KGROX Mutual Fund

NAV$17.04

Kennedy Capital Small Cap Growth Fund Class Institutional

AUM$644,996.85

TER0.89%

Holdings80

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

FundXLS Pro

See the full sector breakdown of KGROX

Sector concentration, industry allocation and the exact weight of every sector.

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Sector Concentration AnalysisPRO

Top 3 Sectors

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of total portfolio

Concentration Level

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concentration risk

Largest Sector

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Sector AllocationPRO

Sector BreakdownPRO

Sector	Holdings	Weight
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Sector names, holding counts and weights come with FundXLS Pro. See plans

Industry BreakdownPRO

Top 15 industries by allocation

KGROX Mutual Fund Sector Allocation

KGROX sector allocation breaks down across Industrials (31.9%), Information Technology (29.0%), Health Care (19.8%), Consumer Discretionary (10.7%), Financials (6.2%). Across 80 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

KGROX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.

KGROX geographic allocation shows country exposure. KGROX overlap calculator reveals how sector exposure compares with other funds.