KNGLX Mutual Fund

KNGLX Mutual Fund (VEST S&P 500 Dividend Aristocrats Target Income Fund Investor Class) is managed by CBOE Vest with $4.3M in net assets. KNGLX expense ratio is 1.20%, holding 99 positions across sectors including Consumer Staples, Industrials, Financials. Inception date: 2017-09-11.

KNGLX performance shows a YTD return of 8.91%. The 1-year return is 13.14% and the 5-year return is 4.83%. KNGLX dividend yield stands at 12.27%, paid quarterly.

KNGLX 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 KNGLX holdings, KNGLX sectors, or KNGLX dividends.

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