VAKSX Mutual Fund

VAKSX Mutual Fund (Virtus KAR Small-Mid Cap Growth Fund Class A) is managed by Virtus Investment Partners with $323,490.87 in net assets. VAKSX expense ratio is 1.20%, holding 28 positions across sectors including Industrials, Information Technology, Health Care. Inception date: 2020-12-08.

VAKSX performance shows a YTD return of -0.69%. The 1-year return is -9.61% and the 5-year return is -1.93%.

VAKSX 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 VAKSX holdings, VAKSX sectors, or VAKSX dividends.

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