AZBCX Mutual Fund

AZBCX Mutual Fund (Virtus Small-Cap Fund Class C) is managed by Virtus Investment Partners with $1.4M in net assets. AZBCX expense ratio is 1.92%, holding 237 positions across sectors including Health Care, Information Technology, Financials. Inception date: 2013-07-01.

AZBCX performance shows a YTD return of 14.21%. The 1-year return is 13.24% and the 5-year return is 6.91%.

AZBCX 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 AZBCX holdings, AZBCX sectors, or AZBCX dividends.

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