VKSEX Mutual Fund (Virtus KAR Small-Mid Cap Value Fund Class C) is managed by Virtus Investment Partners with $117,483.1 in net assets. VKSEX expense ratio is 1.92%, holding 31 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2021-08-03.

VKSEX performance shows a YTD return of 5.06%. The 1-year return is 2.57%.

VKSEX 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 VKSEX holdings, sector breakdown, or dividend history.

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