KMVAX Mutual Fund

KMVAX Mutual Fund (Kirr Marbach Partners Value Fund) is managed by Kirr Marbach Partners Funds Inc. with $112.9M in net assets. KMVAX expense ratio is 1.35%, holding 40 positions across sectors including Industrials, Consumer Discretionary, Information Technology. Inception date: 1998-12-31.

KMVAX performance shows a YTD return of 10.95%. The 1-year return is 8.87% and the 5-year return is 12.25%. KMVAX dividend yield stands at 4.77%, paid annually.

KMVAX top holdings include Mastec Inc (9.3%), Emcor Group Inc (8.5%), Broadcom Inc (5.9%), Alphabet Inc Common Stock USD 0.001 (5.3%), Vistra Energy Corp. (4.8%). Go to all KMVAX holdings, KMVAX sectors, or KMVAX dividends.

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