AZBIX Mutual Fund

AZBIX Mutual Fund (Virtus Small-Cap Fund Institutional Class) is managed by Virtus Investment Partners with $42.6M in net assets. AZBIX expense ratio is 0.82%, holding 237 positions across sectors including Health Care, Information Technology, Financials. Inception date: 2013-07-01.

AZBIX performance shows a YTD return of 15.17%. The 1-year return is 14.48% and the 5-year return is 8.10%. AZBIX dividend yield stands at 0.27%.

AZBIX 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 AZBIX holdings, AZBIX sectors, or AZBIX dividends.

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