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%
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

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. Go to all KSGRX holdings, KSGRX sectors, or KSGRX dividends.

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