VIKSX Mutual Fund

VIKSX Mutual Fund (Virtus KAR Small-Mid Cap Growth Fund Class I) is managed by Virtus Investment Partners with $1.8M in net assets. VIKSX expense ratio is 0.95%, holding 28 positions across sectors including Industrials, Information Technology, Health Care. Inception date: 2020-12-08.

VIKSX performance shows a YTD return of -0.49%. The 1-year return is -9.32% and the 5-year return is -1.69%.

VIKSX 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 VIKSX holdings, VIKSX sectors, or VIKSX dividends.

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