KLGAX Mutual Fund

KLGAX Mutual Fund (NYLIM WMC Growth Fund Class A) is managed by New York Life Investments with $638.3M in net assets. KLGAX expense ratio is 1.02%, holding 60 positions across sectors including Information Technology, Communication Services, Health Care. Inception date: 2006-08-07.

KLGAX performance shows a YTD return of 0.22%. The 1-year return is 4.86% and the 5-year return is 5.84%. KLGAX dividend yield stands at 3.37%, paid annually.

KLGAX top holdings include Nvidia Corp (12.4%), Alphabet Inc. C (11.3%), Apple, Inc (5.4%), Broadcom Inc (5.2%), Microsoft Corp (4.7%). Go to all KLGAX holdings, KLGAX sectors, or KLGAX dividends.

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