VQSRX Mutual Fund
VQSRX Mutual Fund
Virtus KAR Small-Cap Value Fund R6

VQSRX Mutual Fund Overview
VQSRX Mutual Fund (Virtus KAR Small-Cap Value Fund R6) is managed by Virtus Investment Partners with $38.1M in net assets. VQSRX expense ratio is 0.89%, holding 29 positions across sectors including Industrials, Financials, Consumer Discretionary. Inception date: 2016-11-03.
VQSRX performance shows a YTD return of 6.89%. The 1-year return is 9.16% and the 5-year return is 1.71%. VQSRX dividend yield stands at 5.46%, paid semi-annually.
VQSRX top holdings include Rbc Bearings Inc (5.9%), Construction Partners Inc (5.7%), Houlihan Lokey Inc (4.7%), Armstrong World Industrie (4.6%), Primerica Inc (pri) (4.5%). View all VQSRX holdings, sector breakdown, or dividend history.
VQSRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. VQSRX alternatives are available via the screener, along with tax-loss harvesting opportunities.