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Virtus KAR Equity Income Fund (VECRX)

20.47
+0.15
+(0.74%)
As of 8:07:18 AM EDT. Market Open.
Loading Chart for VECRX
  • Previous Close 20.32
  • YTD Return 2.75%
  • Expense Ratio 0.91%
  • Category Large Value
  • Last Cap Gain 3.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 118.85M
  • Beta (5Y Monthly) 0.61
  • Yield 3.04%
  • 5y Average Return --
  • Holdings Turnover 17.00%
  • Last Dividend 0.63
  • Inception Date Sep 25, 1997

The fund invests in a diversified portfolio of primarily mature high-quality U.S. companies, or companies with significant economic ties to the U.S., with high dividend yields. Under normal circumstances, the fund invests at least 80% of its assets in dividend paying equity securities. Generally, the fund invests in approximately 25 to 50 securities at any given time.

Virtus

Fund Family

Large Value

Fund Category

118.85M

Net Assets

1997-09-25

Inception Date

Performance Overview: VECRX

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Trailing returns as of 4/29/2025. Category is Large Value.

YTD Return

VECRX
2.75%
Category
4.44%
 

1-Year Return

VECRX
7.19%
Category
14.37%
 

3-Year Return

VECRX
3.70%
Category
6.04%
 

5-Year Return

VECRX
13.77%
Category
9.20%
 

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Holdings: VECRX

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Sector Weightings

SectorVECRX
Technology   21.10%
Industrials   16.78%
Utilities   8.30%
Healthcare   6.57%
Energy   2.04%
Real Estate   1.61%

Recent News: VECRX

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Research Reports: VECRX

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