Kennedy Capital Small Cap Growth FundKGROX
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$495,690
Expense ratio
0.89%
1-year return
+21.1%
3 years, a year
+9.5%
5 years, a year
—
Holdings
80
What it aims to do.
The investment objective of the Kennedy Capital Small Cap Growth Fund (the Fund) is capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| MTZ MasTec Inc | 3.57% |
| MTSI MACOM Technology Solutions Hol | 3.36% |
| Umb Money Market II Special / | 3.08% |
| ONTO Onto Innovation Inc | 2.81% |
| FROG JFrog Ltd | 2.72% |
| CHEF Chefs' Warehouse Inc/The | 2.71% |
| GMED Globus Medical Inc | 2.56% |
| UTI Universal Technical Institute | 2.53% |
| AAOI Applied Optoelectronics Inc | 2.46% |
| FN Fabrinet | 2.21% |
More on KGROX.
- KGROX overview
- KGROX holdings
- KGROX risk
- KGROX costs
- KGROX money in and out
- KGROX share classes
- Compare KGROX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.