VAKSX Mutual Fund

NAV$10.10

AUM$326,605.82

TER1.20%

Holdings28

See what you own twice

Check VAKSX against your other funds. Free for up to 5.

Check my overlap

VAKSX Mutual Fund

NAV$10.10

Virtus KAR Small-Mid Cap Growth Fund Class A

AUM$326,605.82

TER1.20%

Holdings28

See what you own twice

Check VAKSX against your other funds. Free for up to 5.

Check my overlap

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

FundXLS Pro

See the full sector breakdown of VAKSX

Sector concentration, industry allocation and the exact weight of every sector.

X-ray my whole portfolio$45/quarter Pro · Cancel anytime

From MarketXLS, trusted since 2014.

Sector Concentration AnalysisPRO

Top 3 Sectors

PRO

of total portfolio

Concentration Level

PRO

concentration risk

Largest Sector

PRO

Sector AllocationPRO

Sector BreakdownPRO

Sector	Holdings	Weight
—	—	—
—	—	—
—	—	—
—	—	—
—	—	—

Sector names, holding counts and weights come with FundXLS Pro. See plans

Industry BreakdownPRO

Top 15 industries by allocation

VAKSX Mutual Fund Sector Allocation

VAKSX sector allocation breaks down across Information Technology (23.6%), Industrials (20.4%), Health Care (17.6%), Financials (13.2%), Consumer Discretionary (3.8%). Across 28 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

VAKSX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.

VAKSX by country shows geographic exposure. VAKSX overlap reveals how sector exposure compares with other funds.