KLGCX Mutual Fund

KLGCX Mutual Fund (NYLIM WMC Growth Fund Class C) is managed by New York Life Investments with $2.0M in net assets. KLGCX expense ratio is 2.07%, holding 60 positions across sectors including Information Technology, Communication Services, Health Care. Inception date: 2013-01-18.

KLGCX performance shows a YTD return of 1.63%. The 1-year return is 2.69% and the 5-year return is 4.75%.

KLGCX top holdings include Nvidia Corp (13.3%), Alphabet Inc. C (10.3%), Apple, Inc (5.4%), Microsoft Corp (5.2%), Broadcom Inc (4.8%). Go to all KLGCX holdings, KLGCX sectors, or KLGCX dividends.

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