VKSCX Mutual Fund

NAV$16.06

AUM$26M

TER2.00%

Holdings29

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VKSCX Mutual Fund

NAV$16.06

Virtus KAR Small-Mid Cap Core Fund Class C

AUM$26M

TER2.00%

Holdings29

See how much of VKSCX you already own

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Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Showing top 29 of 29 holdings · as of Jun 30, 2026

VKSCX holdings, by weight
#	Ticker	Name	Weight	Cumulative	Shares	Mkt value	Sector	Industry
1	IBKR	Interactive Brokers Group IncFinancials · Capital Markets	6.21%	6.2%	772,383	$67.23M	Financials	Capital Markets
2	WRB	Wr Berkley Corp.Financials · Insurance	5.20%	11.4%	798,254	$56.30M	Financials	Insurance
Sector and industry · Pro
3	ULS	Ul Solutions Inc	5.15%	16.6%	547,117	$55.73M
4	TDY	Teledyne Technologies Inc	5.14%	21.7%	83,407	$55.62M
5	—	Zurn Water Solutions Corp	5.10%	26.8%	1,091,605	$55.16M
6	NDSN	Nordson Corp	4.66%	31.5%	167,140	$50.42M
7	JKHY	Jack Henry & Associates Inc	4.37%	35.8%	343,731	$47.35M
8	ALLE	Allegion Plc	4.05%	39.9%	312,282	$43.87M
9	SAIA	Saia Inc	3.96%	43.8%	101,734	$42.85M
10	LII	Lennox International Inc	3.65%	47.5%	68,927	$39.49M
11	WSO	Watsco Inc	3.65%	51.1%	94,717	$39.47M
12	—	Servicetitan Inc-A Sedol Bpgn2Q7	3.52%	54.7%	538,882	$38.10M
13	—	Lpl Holdings	3.36%	58.0%	128,946	$36.32M
14	COO	Cooper Cos. Inc.	3.35%	61.4%	505,936	$36.28M
15	ROL	Rollins Inc.	3.17%	64.5%	823,025	$34.35M
16	TRMB	Trimble Inc.	3.11%	67.7%	658,123	$33.68M
17	ZBRA	Zebra Technologies Corp	2.99%	70.6%	123,001	$32.38M
18	GMED	Globus Medical, Inc. (Class A)	2.86%	73.5%	392,370	$31.00M
19	BFAM	Bright Horizons Family Solutions Inc	2.75%	76.3%	419,990	$29.77M
20	BJ	Bj'S Wholesale Club Holdings Inc	2.74%	79.0%	340,327	$29.68M
21	THO	Thor Industries	2.61%	81.6%	376,132	$28.27M
22	POOL	Pool Corp.	2.58%	84.2%	129,958	$27.93M
23	OLED	Universal Display Corp	2.49%	86.7%	311,636	$26.98M
24	EXPO	Exponent Inc	2.48%	89.1%	456,501	$26.82M
25	EFX	Equifax Inc.	2.40%	91.5%	163,535	$25.96M
26	ALGN	Align Technology Inc.	2.06%	93.6%	132,167	$22.29M
27	HLNE	Hamilton Lane Inc	2.01%	95.6%	275,929	$21.75M
28	SITE	Siteone Landscape	1.94%	97.6%	183,260	$20.97M
29	IBP	Installed Building Products	1.74%	99.3%	82,054	$18.86M

Not reported for this fund: share changes.

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VKSCX Mutual Fund All Holdings

VKSCX holdings total 29 positions. The top 10 holdings account for 47.5% of the fund, led by Interactive Brokers Group Inc at 6.2%, Wr Berkley Corp. at 5.2%, Ul Solutions Inc at 5.2%.

VKSCX portfolio concentration is moderate, with the top 10 representing 47.5% of total assets. The largest sector exposure is Industrials at 37.0%.

VKSCX sectors provide a detailed breakdown. VKSCX overlap shows how holdings compare to other funds in your portfolio.