VRSGX Mutual Fund

VRSGX Mutual Fund (Virtus KAR Small-Cap Growth Fund Class R6) is managed by Virtus Investment Partners with $35.5M in net assets. VRSGX expense ratio is 1.01%, holding 28 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2018-01-30.

VRSGX performance shows a YTD return of -1.37%. The 1-year return is -14.00% and the 5-year return is -6.86%. VRSGX dividend yield stands at 47.83%, paid annually.

VRSGX top holdings include Servisfirst Bancshares (7.2%), Aaon, Inc. (6.7%), Triumph Bancorp Inc (6.4%), Alliance Laundry Holdings Inc. (6.0%), The Toro Co. (5.7%). Go to all VRSGX holdings, VRSGX sectors, or VRSGX dividends.

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