VKSFX Mutual Fund (Virtus KAR Small-Mid Cap Value Fund Class I) is managed by Virtus Investment Partners with $685,353.18 in net assets. VKSFX expense ratio is 0.92%, holding 31 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2021-08-03.

VKSFX performance shows a YTD return of 0.69%. The 1-year return is -1.13%. VKSFX dividend yield stands at 0.23%, paid semi-annually.

VKSFX 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 VKSFX holdings, sector breakdown, or dividend history.

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