VKSCX Mutual Fund

VKSCX Mutual Fund (Virtus KAR Small-Mid Cap Core Fund Class C) is managed by Virtus Investment Partners with $26.4M in net assets. VKSCX expense ratio is 2.00%, holding 29 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2018-03-07.

VKSCX performance shows a YTD return of -12.59%. The 1-year return is -16.00% and the 5-year return is -1.23%. VKSCX dividend yield stands at 0.42%, paid annually.

VKSCX top holdings include Interactive Brokers Group Inc (6.2%), Wr Berkley Corp. (5.2%), Ul Solutions Inc (5.2%), Teledyne Technologies Inc (5.1%), Zurn Elkay Water Solutions (5.1%). Go to all VKSCX holdings, VKSCX sectors, or VKSCX dividends.

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