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Virtus KAR Small-Mid Cap Core A (VKSAX)
19.28
+0.03
+(0.16%)
At close: 8:07:19 AM EDT
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19.25 - YTD Return 1.30%
- Expense Ratio 1.25%
- Category Mid-Cap Growth
- Last Cap Gain 5.00
- Morningstar Rating
- Morningstar Risk Rating Average
- Sustainability Rating
- Net Assets 2.2B
- Beta (5Y Monthly) 1.12
- Yield 0.00%
- 5y Average Return --
- Holdings Turnover 7.00%
- Last Dividend --
- Inception Date Mar 7, 2018
Under normal circumstances, the fund invests at least 80% of its assets in common stocks of small and medium market capitalization companies. It pursues long-term capital appreciation in the small and medium market capitalization sectors while seeking to incur less risk than the small- and mid-cap markets. The fund invests in a select group of small and mid-market capitalization companies believed by the subadviser to be undervalued relative to their future growth potential.
Virtus
Fund Family
Mid-Cap Growth
Fund Category
2.2B
Net Assets
2018-03-07
Inception Date
Performance Overview: VKSAX
View MoreTrailing returns as of 3/28/2025. Category is Mid-Cap Growth.
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VKSCX Virtus KAR Small-Mid Cap Core C
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VKSRX Virtus KAR Small-Mid Cap Core R6
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VRMCX Virtus KAR Mid-Cap Core R6
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TFGRX Touchstone Mid Cap Growth R6
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VSCRX Virtus KAR Small-Cap Core R6
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PFSLX Paradigm Select Fund
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PHSKX Virtus KAR Mid-Cap Growth A
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VMCCX Virtus KAR Mid-Cap Core C
49.27
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NEEIX Needham Growth Institutional
53.81
+0.26%
VGSAX Virtus Duff & Phelps Glb Rl Estt Secs A
34.35
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VRMGX Virtus KAR Mid-Cap Growth R6
57.53
+0.19%
VIMCX Virtus KAR Mid-Cap Core I
57.48
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PSGAX Virtus KAR Small-Cap Growth A
28.08
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TEGIX Touchstone Mid Cap Growth Inst
37.58
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Holdings: VKSAX
View MoreSector Weightings
SectorVKSAX
Industrials 33.53%
Technology 25.05%
Financial Services 13.49%
Consumer Cyclical 11.96%
Healthcare 8.94%
Consumer Defensive 5.09%
Basic Materials 1.93%
Real Estate 0.00%
Communication Services 0.00%
Utilities 0.00%
Energy 0.00%
Recent News: VKSAX
View MoreResearch Reports: VKSAX
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