VIKSX Mutual Fund
VIKSX Mutual Fund
Virtus KAR Small-Mid Cap Growth Fund Class I

VIKSX Mutual Fund Overview
VIKSX Mutual Fund (Virtus KAR Small-Mid Cap Growth Fund Class I) is managed by Virtus Investment Partners with $1.8M in net assets. VIKSX expense ratio is 0.95%, holding 28 positions across sectors including Industrials, Information Technology, Health Care. Inception date: 2020-12-08.
VIKSX performance shows a YTD return of 2.53%. The 1-year return is -6.81% and the 5-year return is -0.39%.
VIKSX 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 VIKSX holdings, sector breakdown, or dividend history.
VIKSX can be compared against other funds using the overlap calculator or side-by-side comparison tool. VIKSX alternatives are available via the screener, along with tax-loss harvesting opportunities.