KESGX Mutual Fund (Kennedy Capital ESG SMID Cap Fund) is managed by Kennedy Capital with $92.8M in net assets. KESGX expense ratio is 0.82%, holding 99 positions across sectors including Industrials, Information Technology, Health Care. Inception date: 2019-06-28.

KESGX performance shows a YTD return of 23.00%. The 1-year return is 33.88% and the 5-year return is 10.07%. KESGX dividend yield stands at 4.25%, paid annually.

KESGX top holdings include Umb Money Market Ii Special (3.3%), Ralliant Corp (1.7%), Synnex Corp (1.5%), U.S. Foods Holding Corp. (1.5%), Esco Technologies Inc (1.5%). View all KESGX holdings, sector breakdown, or dividend history.

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