VKSDX Mutual Fund

VKSDX Mutual Fund (Virtus KAR Small-Mid Cap Value Fund Class A) is managed by Virtus Investment Partners with $1.4M in net assets. VKSDX expense ratio is 1.17%, holding 31 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2021-08-03.

VKSDX performance shows a YTD return of 1.20%. The 1-year return is -3.13%. VKSDX dividend yield stands at 0.11%, paid semi-annually.

VKSDX top holdings include Rbc Bearings Inc (5.0%), The Toro Co. (4.9%), Caci International Inc (4.3%), Jack Henry & Associates Inc (4.3%), Zurn Elkay Water Solutions (4.0%). Go to all VKSDX holdings, VKSDX sectors, or VKSDX dividends.

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