VKSAX Mutual Fund

VKSAX Mutual Fund (Virtus KAR Small-Mid Cap Core Fund Class A) is managed by Virtus Investment Partners with $38.1M in net assets. VKSAX expense ratio is 1.24%, holding 29 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2018-03-07.

VKSAX performance shows a YTD return of -5.90%. The 1-year return is -7.05% and the 5-year return is -1.04%. VKSAX dividend yield stands at 0.37%, paid annually.

VKSAX top holdings include Interactive Brokers Group Inc (6.2%), Wr Berkley Corp (5.2%), Ul Solutions Inc (5.2%), Teledyne Technologies Inc (5.1%), Zurn Water Solutions Corporation (5.1%). Go to all VKSAX holdings, VKSAX sectors, or VKSAX dividends.

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