VKSGX Mutual Fund

VKSGX Mutual Fund (Virtus KAR Small-Mid Cap Value Fund Class R6) is managed by Virtus Investment Partners with $3.8M in net assets. VKSGX expense ratio is 0.82%, holding 31 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2021-08-03.

VKSGX performance shows a YTD return of 2.27%. The 1-year return is -2.36% and the 5-year return is 1.01%. VKSGX dividend yield stands at 0.46%, paid semi-annually.

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

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