AZBCX Mutual Fund
AZBCX Mutual Fund
Virtus Small-Cap Fund Class C

AZBCX Mutual Fund Overview
AZBCX Mutual Fund (Virtus Small-Cap Fund Class C) is managed by Virtus Investment Partners with $1.9M in net assets. AZBCX expense ratio is 1.92%, holding 237 positions across sectors including Industrials, Health Care, Information Technology. Inception date: 2013-07-01.
AZBCX performance shows a YTD return of 16.90%. The 1-year return is 42.80% and the 5-year return is 15.00%. AZBCX dividend yield stands at 4.31%, paid annually.
AZBCX top holdings include Nextracker Inc Ordinary Shares - Class A (2.2%), Tower Semiconductor Ltd. Share (2.0%), Phibro Animal-A (1.9%), Comfort Systems U.s.a., Inc. (1.8%), Encore Capital Group Inc (1.8%). View all AZBCX holdings, sector breakdown, or dividend history.
AZBCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. AZBCX alternatives are available via the screener, along with tax-loss harvesting opportunities.