VKSRX Mutual Fund

VKSRX Mutual Fund (Virtus KAR Small-Mid Cap Core Fund Class R6) is managed by Virtus Investment Partners with $107.4M in net assets. VKSRX expense ratio is 0.89%, holding 31 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2018-03-07.

VKSRX performance shows a YTD return of -5.05%. The 1-year return is -10.69% and the 5-year return is -0.58%. VKSRX dividend yield stands at 0.36%, paid annually.

VKSRX top holdings include Interactive Brokers Group Inc (6.2%), Wr Berkley Corp. (5.2%), Ul Solutions Inc (5.2%), Teledyne Technologies Inc (5.1%), Zurn Elkay Water Solutions (5.1%). Go to all VKSRX holdings, VKSRX sectors, or VKSRX dividends.

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