KLGCX Mutual Fund

KLGCX Mutual Fund (NYLIM 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, Health Care. 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 4.11%, paid annually.

KLGCX 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 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.