VKSIX Mutual Fund (Virtus KAR Small-Mid Cap Core Fund Class I) is managed by Virtus Investment Partners with $854.7M in net assets. VKSIX expense ratio is 0.98%, holding 31 positions across sectors including Unknown. Inception date: 2018-03-07.

VKSIX performance shows a YTD return of -5.23%. The 1-year return is -8.21% and the 5-year return is -0.03%. VKSIX dividend yield stands at 0.36%, paid annually.

VKSIX top holdings include IBKR (6.6%), WRB (4.9%), TDY (4.7%), ZWS (4.6%), ULS (4.4%). View all VKSIX holdings, sector breakdown, or dividend history.

VKSIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. VKSIX alternatives are available via the screener, along with tax-loss harvesting opportunities.