AZBCX Mutual Fund

AZBCX Mutual Fund (Virtus Small-Cap Fund Class C) is managed by Virtus Investment Partners with $1.8M in net assets. AZBCX expense ratio is 1.92%, holding 237 positions across sectors including Health Care, Information Technology, Financials. Inception date: 2013-07-01.

AZBCX performance shows a YTD return of 18.33%. The 1-year return is 29.38% and the 5-year return is 7.40%. AZBCX dividend yield stands at 4.48%, paid annually.

AZBCX top holdings include Encore Capital Group, Inc. (1.9%), Moog Inccommon Stock (1.7%), Globe Life Inc. (1.7%), Alkermes Plc. Ordinary Shares (1.6%), Caredx Inc (1.3%). Go to all AZBCX holdings, AZBCX sectors, or AZBCX dividends.

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