VKSRX Mutual Fund

VKSRX Mutual Fund (Virtus KAR Small-Mid Cap Core Fund Class R6) is managed by Virtus Investment Partners with $118.5M in net assets. VKSRX expense ratio is 0.89%, holding 31 positions across sectors including Industrials, Information Technology, Consumer Discretionary. Inception date: 2018-03-07.

VKSRX performance shows a YTD return of -5.15%. The 1-year return is -8.07% and the 5-year return is 0.28%. VKSRX dividend yield stands at 0.36%, paid annually.

VKSRX 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 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.