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 51 positions across sectors including Information Technology, Communication Services, Health Care. Inception date: 2006-08-07.

KLGAX performance shows a YTD return of -2.41%. The 1-year return is 2.62% and the 5-year return is 6.01%. KLGAX dividend yield stands at 3.37%, paid annually.

KLGAX top holdings include Nvidia Corp (11.6%), Alphabet Inc (10.5%), Apple, Inc (4.8%), Broadcom Inc (4.7%), Eli Lilly & Co. (4.5%). 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.