KLGNX Mutual Fund

KLGNX Mutual Fund (NYLIM 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 60 positions across sectors including Information Technology, Communication Services, Health Care. Inception date: 2013-01-18.

KLGNX performance shows a YTD return of 0.02%. The 1-year return is 4.53% and the 5-year return is 5.54%. KLGNX dividend yield stands at 3.52%, paid annually.

KLGNX 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 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.