VKSGX Mutual Fund

VKSGX Mutual Fund (Virtus KAR Small-Mid Cap Value Fund Class R6) is managed by Virtus Investment Partners with $4.2M 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 1.38%. The 1-year return is -2.75%. VKSGX dividend yield stands at 0.47%, paid semi-annually.

VKSGX top holdings include Rbc Bearings Inc (5.4%), Caci International Inc (5.2%), The Toro Co. (5.0%), Transunion - Common (3.9%), Zurn Elkay Water Solutions (3.8%). 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.