VKSIX Mutual Fund

VKSIX Mutual Fund (Virtus KAR Small-Mid Cap Core Fund Class I) is managed by Virtus Investment Partners with $838.5M in net assets. VKSIX expense ratio is 0.98%, holding 31 positions across sectors including Industrials, Information Technology, Consumer Discretionary. Inception date: 2018-03-07.

VKSIX performance shows a YTD return of -5.23%. The 1-year return is -8.21% and the 5-year return is -0.03%. VKSIX dividend yield stands at 0.36%, paid annually.

VKSIX top holdings include Interactive Brokers Group Inc (6.6%), Wr Berkley Corp. (4.9%), Teledyne Technologies Inc (4.7%), Zurn Water Solutions Corporation (4.6%), Ul Solutions Inc. (4.4%). Go to all VKSIX holdings, VKSIX sectors, or VKSIX dividends.

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