VKSFX Mutual Fund

VKSFX Mutual Fund (Virtus KAR Small-Mid Cap Value Fund Class I) is managed by Virtus Investment Partners with $579,645.44 in net assets. VKSFX expense ratio is 0.92%, holding 31 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2021-08-03.

VKSFX performance shows a YTD return of -4.16%. The 1-year return is -5.53% and the 5-year return is 0.94%. VKSFX dividend yield stands at 0.24%, paid semi-annually.

VKSFX top holdings include Rbc Bearings Inc (5.0%), Toro Co/the (4.9%), Caci International Inc, Class A (4.3%), Jack Henry & Associates Inc (4.3%), Zurn Elkay Water Solutions (4.0%). Go to all VKSFX holdings, VKSFX sectors, or VKSFX dividends.

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