KSGRX Mutual Fund

KSGRX Mutual Fund

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Fund Essentials

Net Assets
-
Expense Ratio
1.14%
Dividend Yield (Current)
-
Holdings
80
Inception Date
Apr 27, 2022
Fund Family
Kennedy Capital Management
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

Asset Allocation

Stocks: 97.21%
Cash: 2.79%

Top Holdings

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Peer Comparison

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KSGRX Mutual Fund Overview

KSGRX Mutual Fund (Kennedy Capital Small Cap Growth Fund Class Investor) is managed by Kennedy Capital Management. KSGRX expense ratio is 1.14%, holding 80 positions across various sectors. Inception date: 2022-04-27.

KSGRX performance shows data across multiple time periods..

KSGRX top holdings include a diversified portfolio. View all KSGRX holdings, sector breakdown, or dividend history.

KSGRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. KSGRX alternatives are available via the screener, along with tax-loss harvesting opportunities.