AZBAX Mutual Fund

AZBAX Mutual Fund (Virtus Small-Cap Fund Class A) is managed by Virtus Investment Partners with $75.2M in net assets. AZBAX expense ratio is 1.17%, holding 237 positions across sectors including Health Care, Information Technology, Financials. Inception date: 2013-07-01.

AZBAX performance shows a YTD return of 14.88%. The 1-year return is 14.08% and the 5-year return is 7.71%.

AZBAX 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 AZBAX holdings, AZBAX sectors, or AZBAX dividends.

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