VECRX Mutual Fund

VECRX Mutual Fund (Virtus KAR Equity Income Fund Class R6) is managed by Virtus Investment Partners with $14.5M in net assets. VECRX expense ratio is 0.78%, holding 39 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2018-01-30.

VECRX performance shows a YTD return of 13.65%. The 1-year return is 18.91% and the 5-year return is 8.76%. VECRX dividend yield stands at 7.40%, paid quarterly.

VECRX top holdings include Fortis Inc Ordinary Shares (5.4%), Zurich Insurance Group Ag (4.5%), Pnc Financial Services Group Inc. (4.3%), Lamar Advertising Co (4.0%), Walmart, Inc. (3.8%). Go to all VECRX holdings, VECRX sectors, or VECRX dividends.

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