KLGCX Mutual Fund

KLGCX Mutual Fund (NYLI WMC Growth Fund Class C) is managed by New York Life Investments with $2.0M in net assets. KLGCX expense ratio is 2.07%, holding 51 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2013-01-18.

KLGCX performance shows a YTD return of -3.02%. The 1-year return is 1.55% and the 5-year return is 4.92%. KLGCX dividend yield stands at 4.22%, paid annually.

KLGCX top holdings include Nvidia Corp. (12.1%), Alphabet Inc. C (8.9%), Broadcom Inc (6.6%), Microsoft Corp 4.100 Feb 06 37 (6.6%), Amazon.Com Inc (6.2%). Go to all KLGCX holdings, KLGCX sectors, or KLGCX dividends.

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