KLGIX Mutual Fund

KLGIX Mutual Fund (NYLIM WMC Growth Fund Institutional Class) is managed by New York Life Investments with $62.6M in net assets. KLGIX expense ratio is 0.75%, holding 60 positions across sectors including Information Technology, Communication Services, Health Care. Inception date: 2009-11-02.

KLGIX performance shows a YTD return of 0.40%. The 1-year return is 5.14% and the 5-year return is 6.14%. KLGIX dividend yield stands at 3.19%, paid annually.

KLGIX 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 KLGIX holdings, KLGIX sectors, or KLGIX dividends.

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