ASCFX Mutual Fund

ASCFX Mutual Fund (Virtus Small-Cap Fund Class R6) is managed by Virtus Investment Partners with $31.7M in net assets. ASCFX expense ratio is 0.77%, holding 237 positions across sectors including Health Care, Information Technology, Financials. Inception date: 2018-08-22.

ASCFX performance shows a YTD return of 15.19%. The 1-year return is 14.53% and the 5-year return is 8.15%. ASCFX dividend yield stands at 0.26%.

ASCFX top holdings include US Dollar (2.2%), Encore Capital Group, Inc. (1.9%), Moog Inccommon Stock (1.6%), Globe Life Inc. (1.5%), Alkermes Plc. Ordinary Shares (1.5%). Go to all ASCFX holdings, ASCFX sectors, or ASCFX dividends.

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