KNGYX Mutual Fund

KNGYX Mutual Fund (VEST S&P 500 Dividend Aristocrats Target Income Fund Class Y) is managed by CBOE Vest with $27.0M in net assets. KNGYX expense ratio is 0.70%, holding 99 positions across sectors including Consumer Staples, Industrials, Financials. Inception date: 2018-07-24.

KNGYX performance shows a YTD return of 9.15%. The 1-year return is 13.30% and the 5-year return is 5.60%. KNGYX dividend yield stands at 12.69%, paid quarterly.

KNGYX 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 KNGYX holdings, KNGYX sectors, or KNGYX dividends.

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