VKSRX Mutual Fund (Virtus KAR Small-Mid Cap Core Fund Class R6) is managed by Virtus Investment Partners with $119.6M in net assets. VKSRX expense ratio is 0.89%, holding 31 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2018-03-07.

VKSRX performance shows a YTD return of -5.15%. The 1-year return is -8.07% and the 5-year return is 0.28%. VKSRX dividend yield stands at 0.36%, paid annually.

VKSRX top holdings include Interactive Brokers Group Inc. Class A (6.6%), Wr Berkley Corp (4.9%), Teledyne Technologies Inc (4.7%), Zurn Water Solutions Corporation (4.6%), Ul Solutions Inc (4.4%). View all VKSRX holdings, sector breakdown, or dividend history.

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