VSCRX Mutual Fund

VSCRX Mutual Fund (Virtus KAR Small-Cap Core Fund R6) is managed by Virtus Investment Partners with $433.5M in net assets. VSCRX expense ratio is 0.92%, holding 27 positions across sectors including Industrials, Financials, Consumer Discretionary. Inception date: 2014-11-12.

VSCRX performance shows a YTD return of 7.22%. The 1-year return is 4.74% and the 5-year return is 8.23%. VSCRX dividend yield stands at 13.31%, paid semi-annually.

VSCRX top holdings include Watts Water Technologies Inc (7.4%), Simpson Manufacturing Co Inc (7.2%), Acushnet Holdings Corp (6.3%), Primerica Inc (pri) (6.0%), The Toro Co. (5.9%). Go to all VSCRX holdings, VSCRX sectors, or VSCRX dividends.

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