VLSCX Mutual Fund

VLSCX Mutual Fund

NAV$16.54
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Fund Essentials

Net Assets
$80,825.72
Expense Ratio
3.03%
Dividend Yield (Current)
7.48%
Holdings
39
Inception Date
Dec 6, 2018
Fund Family
Virtus Investment Partners
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+2.73%
1 Year+13.45%
3 Year+12.34%
5 Year+7.69%

Asset Allocation

Stocks: 100.01%
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Dividend Summary

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Dividend Yield (Current)
7.48%
Frequency
Annually
Latest Distribution
$0.07
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

VLSCX Mutual Fund Overview

VLSCX Mutual Fund (Virtus KAR Long/Short Equity Fund Class C) is managed by Virtus Investment Partners with $80,825.72 in net assets. VLSCX expense ratio is 3.03%, holding 39 positions across various sectors. Inception date: 2018-12-06.

VLSCX performance shows a YTD return of 2.73%. The 1-year return is 13.45% and the 5-year return is 7.69%. VLSCX dividend yield stands at 7.48%, paid annually.

VLSCX top holdings include a diversified portfolio. Go to all VLSCX holdings, VLSCX sectors, or VLSCX dividends.

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