AZBCX Mutual Fund

AZBCX Mutual Fund (Virtus Small-Cap Fund Class C) is managed by Virtus Investment Partners with $1.9M in net assets. AZBCX expense ratio is 1.92%, holding 237 positions across sectors including Industrials, Health Care, Information Technology. 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 Nextpower Inc Class A Common Stock (2.2%), Tower Semiconductor Ltd. Share (2.0%), Phibro Animal Health Corp (1.9%), Comfort Systems USA Inc. (1.8%), Encore Capital Group, Inc. (1.8%). 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.