AZBAX Mutual Fund

AZBAX Mutual Fund (Virtus Small-Cap Fund Class A) is managed by Virtus Investment Partners with $72.0M in net assets. AZBAX expense ratio is 1.17%, holding 255 positions across sectors including Health Care, Information Technology, Financials. Inception date: 2013-07-01.

AZBAX performance shows a YTD return of 18.33%. The 1-year return is 20.61% and the 5-year return is 7.28%.

AZBAX top holdings include Encore Capital Group, Inc. (1.9%), Caredx Inc (1.8%), Moog Inccommon Stock (1.7%), Globe Life Inc (1.6%), Summit Hotel Properties Inc. Real Estate Investment Trust (1.4%). Go to all AZBAX holdings, AZBAX sectors, or AZBAX dividends.

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