KLGIX Mutual Fund

KLGIX Mutual Fund (NYLI 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 51 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2009-11-02.

KLGIX performance shows a YTD return of -2.26%. The 1-year return is 2.90% and the 5-year return is 6.30%. KLGIX dividend yield stands at 3.28%, paid annually.

KLGIX top holdings include Nvidia Corp. (12.1%), Alphabet Inc. C (8.9%), Broadcom Inc (6.6%), Microsoft Corp (6.6%), Amazon.Com Inc (6.2%). 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.