VRKSX Mutual Fund

VRKSX Mutual Fund (Virtus KAR Small-Mid Cap Growth Fund Class R6) is managed by Virtus Investment Partners with $4.2M in net assets. VRKSX expense ratio is 0.89%, holding 28 positions across sectors including Industrials, Information Technology, Health Care. Inception date: 2020-12-08.

VRKSX performance shows a YTD return of -0.49%. The 1-year return is -9.29% and the 5-year return is -1.63%.

VRKSX top holdings include Lemaitre Vascular Inc (5.9%), Heico Corp. Cl. A (4.9%), West Pharmaceutical Services Inc (4.9%), Teledyne Technologies Inc (4.9%), Healthequity Inc (4.3%). Go to all VRKSX holdings, VRKSX sectors, or VRKSX dividends.

VRKSX can be compared against other funds. Use VRKSX overlap to find shared positions, or VRKSX vs another fund for a side-by-side view. VRKSX alternatives are available via the screener, along with tax-loss harvesting opportunities.