VQSRX Mutual Fund

VQSRX Mutual Fund (Virtus KAR Small-Cap Value Fund R6) is managed by Virtus Investment Partners with $38.6M in net assets. VQSRX expense ratio is 0.89%, holding 29 positions across sectors including Industrials, Financials, Consumer Discretionary. Inception date: 2016-11-03.

VQSRX performance shows a YTD return of 6.89%. The 1-year return is 9.16% and the 5-year return is 1.71%. VQSRX dividend yield stands at 5.46%, paid semi-annually.

VQSRX top holdings include Rbc Bearings Inc (5.9%), Construction Partners Inc Cl A (5.7%), Houlihan Lokey Inc (4.7%), Armstrong World Industries Inc (4.6%), Primerica Inc (4.5%). Go to all VQSRX holdings, VQSRX sectors, or VQSRX dividends.

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