Nasdaq - Delayed Quote • USD
Virtus KAR Small-Mid Cap Core R6 (VKSRX)
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19.19 - YTD Return 2.99%
- Expense Ratio 1.26%
- Category Mid-Cap Growth
- Last Cap Gain 5.00
- Morningstar Rating
- Morningstar Risk Rating Average
- Sustainability Rating
- Net Assets 1.94B
- Beta (5Y Monthly) 1.12
- Yield 0.00%
- 5y Average Return --
- Holdings Turnover 18.00%
- Last Dividend 0.01
- 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
1.94B
Net Assets
2018-03-07
Inception Date
Performance Overview: VKSRX
Trailing returns as of 6/5/2024. Category is Mid-Cap Growth.
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VMACX Virtus KAR Mid-Cap Core A
55.23
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VMCCX Virtus KAR Mid-Cap Core C
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VRMGX Virtus KAR Mid-Cap Growth R6
59.19
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VIMCX Virtus KAR Mid-Cap Core I
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35.86
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VSCNX Natixis Vaughan Nelson Small Cap Value N
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Holdings: VKSRX
Top 10 Holdings (39.44% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorVKSRX
Industrials 37.37%
Technology 24.55%
Consumer Cyclical 11.88%
Healthcare 11.00%
Financial Services 10.96%
Consumer Defensive 2.16%
Basic Materials 2.08%
Real Estate 0.00%
Communication Services 0.00%
Utilities 0.00%
Energy 0.00%
Recent News: VKSRX
Research Reports: VKSRX
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