Kensington Dynamic Growth Fund Quote

KAGCX Fund  USD 11.63  0.14  1.22%   

Performance

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Odds Of Distress

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Kensington Dynamic is trading at 11.63 as of the 2nd of May 2025; that is 1.22 percent up since the beginning of the trading day. The fund's open price was 11.49. Kensington Dynamic has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 2nd of April 2025 and ending today, the 2nd of May 2025. Click here to learn more.
The fund will gain exposure to equity securities primarily by investing in one or more of the following investment types exchange-traded funds that track the returns of a broad-based U.S. equity market index, individual equity securities, andor equity index futures. More on Kensington Dynamic Growth

Moving together with Kensington Mutual Fund

  1.0KAGAX Kensington Dynamic GrowthPairCorr

Moving against Kensington Mutual Fund

  0.62DFNDX Kensington DefenderPairCorr
  0.61ABRIX Invesco Balanced RiskPairCorr
  0.54PASAX All Asset FundPairCorr
  0.41PASCX All Asset FundPairCorr
  0.4PATRX Pimco All AssetPairCorr
  0.39KADCX Kensington ActivePairCorr

Kensington Mutual Fund Highlights

Fund ConcentrationKensington Asset Management LLC Funds, Large Blend Funds, Tactical Allocation Funds, Tactical Allocation, Kensington Asset Management LLC (View all Sectors)
Update Date31st of March 2025
Kensington Dynamic Growth [KAGCX] is traded in USA and was established 2nd of May 2025. Kensington Dynamic is listed under Kensington Asset Management LLC category by Fama And French industry classification. The fund is listed under Tactical Allocation category and is part of Kensington Asset Management LLC family. Kensington Dynamic Growth now has accumulated 1.2 B in assets with no minimum investment requirements with the current yeild of 0.01%.
Check Kensington Dynamic Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Kensington Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Kensington Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Kensington Dynamic Growth Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Kensington Dynamic Growth Mutual Fund Constituents

FGXXXFirst American FundsMoney Market FundUS Money Market Fund
IEFiShares 7 10 YearEtfLong Government
IEIiShares 3 7 YearEtfIntermediate Government
QQQInvesco QQQ TrustEtfLarge Growth
RSPInvesco SP 500EtfLarge Blend
SPHBInvesco SP 500EtfMid-Cap Blend
TLTiShares 20 YearEtfLong Government
VOOVanguard SP 500EtfLarge Blend
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Kensington Dynamic Growth Risk Profiles

Kensington Dynamic Against Markets

Other Information on Investing in Kensington Mutual Fund

Kensington Dynamic financial ratios help investors to determine whether Kensington Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Kensington with respect to the benefits of owning Kensington Dynamic security.
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