VKSGX Mutual Fund (Virtus KAR Small-Mid Cap Value Fund Class R6) is managed by Virtus Investment Partners with $4.0M in net assets. VKSGX expense ratio is 0.82%, holding 31 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2021-08-03.

VKSGX performance shows a YTD return of 0.79%. The 1-year return is -1.08%. VKSGX dividend yield stands at 0.47%, paid semi-annually.

VKSGX 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 VKSGX holdings, sector breakdown, or dividend history.

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