KLGDX Mutual Fund

KLGDX Mutual Fund (NYLIM WMC Growth Fund Class R6) is managed by New York Life Investments with $135.0M in net assets. KLGDX expense ratio is 0.72%, holding 51 positions across sectors including Information Technology, Communication Services, Health Care. Inception date: 2021-04-26.

KLGDX performance shows a YTD return of -2.24%. The 1-year return is 2.93% and the 5-year return is 6.34%. KLGDX dividend yield stands at 3.19%, paid annually.

KLGDX 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 KLGDX holdings, KLGDX sectors, or KLGDX dividends.

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