KMVAX Mutual Fund (Kirr Marbach Partners Value Fund) is managed by Kirr Marbach Partners Funds Inc. with $114.7M in net assets. KMVAX expense ratio is 1.35%, holding 40 positions across sectors including Industrials, Information Technology, Consumer Discretionary. Inception date: 1998-12-31.

KMVAX performance shows a YTD return of 14.25%. The 1-year return is 18.52% and the 5-year return is 15.39%. KMVAX dividend yield stands at 4.59%, paid annually.

KMVAX top holdings include Mastec Inc (9.3%), Emcor Group Inc (8.5%), Broadcom Inc (5.9%), Alphabet Inc Common Stock USD 0.001 (5.3%), Vistra Energy Corp. (4.8%). View all KMVAX holdings, sector breakdown, or dividend history.

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