KNGIX Mutual Fund

KNGIX Mutual Fund (VEST S&P 500 Dividend Aristocrats Target Income Fund Institutional Class) is managed by CBOE Vest with $13.9M in net assets. KNGIX expense ratio is 0.95%, holding 99 positions across sectors including Consumer Staples, Industrials, Financials. Inception date: 2017-09-11.

KNGIX performance shows a YTD return of 9.11%. The 1-year return is 13.11% and the 5-year return is 5.34%. KNGIX dividend yield stands at 12.52%, paid quarterly.

KNGIX top holdings include Caterpillar, Inc. (1.6%), Franklin Resources Inc. (1.6%), Nextera Energy Inc. (1.6%), Nucor Corp. (1.6%), West Pharmaceutical Services Inc (1.6%). Go to all KNGIX holdings, KNGIX sectors, or KNGIX dividends.

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