VKSDX Mutual Fund (Virtus KAR Small-Mid Cap Value Fund Class A) is managed by Virtus Investment Partners with $1.4M in net assets. VKSDX expense ratio is 1.17%, holding 31 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2021-08-03.

VKSDX performance shows a YTD return of 0.60%. The 1-year return is -1.45%. VKSDX dividend yield stands at 0.11%, paid semi-annually.

VKSDX top holdings include Rbc Bearings Inc (5.4%), Caci International Inc (5.2%), The Toro Co. (5.0%), Transunion - Common (3.9%), Zurn Water Solutions Corporation (3.8%). View all VKSDX holdings, sector breakdown, or dividend history.

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