VAKSX Mutual Fund
VAKSX Mutual Fund
Virtus KAR Small-Mid Cap Growth Fund Class A

VAKSX Mutual Fund Overview
VAKSX Mutual Fund (Virtus KAR Small-Mid Cap Growth Fund Class A) is managed by Virtus Investment Partners with $323,041.51 in net assets. VAKSX expense ratio is 1.20%, holding 28 positions across sectors including Industrials, Information Technology, Health Care. Inception date: 2020-12-08.
VAKSX performance shows a YTD return of 2.37%. The 1-year return is -6.99% and the 5-year return is -0.64%.
VAKSX top holdings include Lemaitre Vascular Inc (5.9%), Heico Corp. Cl. A (4.9%), West Pharmaceutical Services Inc (4.9%), Teledyne Technologies Inc (4.9%), Healthequity (4.3%). View all VAKSX holdings, sector breakdown, or dividend history.
VAKSX can be compared against other funds using the overlap calculator or side-by-side comparison tool. VAKSX alternatives are available via the screener, along with tax-loss harvesting opportunities.