KAGIX Mutual Fund (Kensington Dynamic Allocation Fund Institutional Class) is managed by Kensington Funds with $1.87B in net assets. KAGIX expense ratio is 1.43%, holding 17 positions across sectors including Unknown, Other, Financials. Inception date: 2020-10-23.

KAGIX performance shows a YTD return of 13.42%. The 1-year return is 25.40% and the 5-year return is 11.88%. KAGIX dividend yield stands at 8.71%, paid quarterly.

KAGIX top holdings include Us Bank Mmda - Usbgfs 9 (19.1%), CNH/GBP Fwd 071526 (16.2%), Invesco Qqq Trus (14.1%), Pgim Ultra Short Bond ETF (10.7%), Vanguard S&P 500 ETF (10.2%). View all KAGIX holdings, sector breakdown, or dividend history.

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