VCGRX Mutual Fund

VCGRX Mutual Fund (Virtus KAR Capital Growth Fund Class R6) is managed by Virtus Investment Partners with $37.6M in net assets. VCGRX expense ratio is 0.73%, holding 31 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2018-01-30.

VCGRX performance shows a YTD return of 2.03%. The 1-year return is 1.22% and the 5-year return is 4.53%. VCGRX dividend yield stands at 6.53%, paid annually.

VCGRX top holdings include Nvidia Corp (8.4%), Amphenol Corp. Class A (6.5%), Visa Inc Class A (6.2%), Alphabet Inc,class A (6.1%), Amazon.Com Inc (6.0%). Go to all VCGRX holdings, VCGRX sectors, or VCGRX dividends.

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