KLGNX Mutual Fund

KLGNX Mutual Fund (NYLI WMC Growth Fund Investor Class) is managed by New York Life Investments with $75.6M in net assets. KLGNX expense ratio is 1.32%, holding 51 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2013-01-18.

KLGNX performance shows a YTD return of -2.58%. The 1-year return is 2.33% and the 5-year return is 5.71%. KLGNX dividend yield stands at 3.61%, paid annually.

KLGNX 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 KLGNX holdings, KLGNX sectors, or KLGNX dividends.

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