Nasdaq - Delayed Quote USD

Virtus KAR Small-Mid Cap Value A (VKSDX)

9.85
-0.04
(-0.40%)
As of 8:07:20 AM EDT. Market Open.

Investment Information

Min Initial Investment
100,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • (Junk)CommonWealth PPS
  • Vanguard NTF
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • Securities America Advisors
  • Securities America Inc.
  • Vanguard TF
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • Mid Atlantic Clearing and Settlement

Fund Summary

The Advisor 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 value markets. Although the fund invests primarily in U.S. companies, it may invest in foreign securities and American Depositary Receipts (“ADRs”), European Depositary Receipts (“EDRs”) and Global Depositary Receipts (“GDRs”). Under normal circumstances, the fund invests at least 80% of its assets in common stocks of small and medium market capitalization companies.

Fund Overview

Category Mid-Cap Blend
Fund Family Virtus
Net Assets 5.37M
YTD Return -6.44%
Yield 0.39%
Morningstar Rating
Inception Date Aug 03, 2021

Performance & Risk

YTD Return -4.90%
5y Average Return 0.00%
Rank in Category (ytd) 53
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.08
Morningstar Risk Rating

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