VCGRX Mutual Fund
VCGRX Mutual Fund
Virtus KAR Capital Growth Fund Class R6
VCGRX Mutual Fund Overview
VCGRX Mutual Fund (Virtus KAR Capital Growth Fund Class R6) is managed by Virtus Investment Partners with $36.4M in net assets. VCGRX expense ratio is 0.73%, holding 31 positions across sectors including Information Technology, Communication Services, Unknown. Inception date: 2018-01-30.
VCGRX performance shows a YTD return of 8.00%. The 1-year return is 13.97% and the 5-year return is 14.65%. VCGRX dividend yield stands at 6.27%, paid annually.
VCGRX top holdings include Nvidia Corp (9.2%), Amphenol Corp. Class A (7.8%), Visa Inc. Class A ( V ) (6.5%), Amazon.Com Inc (6.3%), 'alphabet Inc., Class 'a'' (5.8%). View all VCGRX holdings, sector breakdown, or dividend history.
VCGRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. VCGRX alternatives are available via the screener, along with tax-loss harvesting opportunities.