VKSAX : Virtus KAR Small-Mid Cap Core Fund Class A

VKSAX is a US Stocks Market Mid-Cap Growth with HIGH fees.

VKSAX

Virtus KAR Small-Mid Cap Core Fund Class A

FI Score

26 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

3 /10

Category Score

5 /10

Market Size

3 /10

26% FI Score
  • vksax
  • Mutual Fund
  • US Stocks
  • Mid-Cap Growth

Virtus KAR Small-Mid Cap Core Fund Class A

Expenses: 1.30% (Better than 0% of similar funds)

This is a bad choice for a Mid-Cap Growth US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation, with dividend income a secondary consideration. Under normal circumstances, the fund invests at least 80% of its assets in common stocks of small and medium market capitalization companies. It pursues long-term capital appreciation in the small and medium market capitalization sectors while seeking to incur less risk than the small- and mid-cap markets. The fund invests in a select group of small and mid-market capitalization companies believed by the subadviser to be undervalued relative to their future growth potential.

Largest Holdings

Amount Holding
6.23% MSCI Inc
6.08% DocuSign Inc
5.17% The Scotts Miracle Gro Co A
4.19% Teradyne Inc
3.69% Nordson Corp
3.66% AMN Healthcare Services Inc
3.62% Zebra Technologies Corp
3.58% CDW Corp
3.51% Pool Corp
3.43% The Cooper Companies Inc
3.43% SiteOne Landscape Supply Inc
3.36% Charles River Laboratories International Inc
3.19% Jack Henry & Associates Inc
3.03% Copart Inc
2.98% Lennox International Inc
2.95% WR Berkley Corp
2.95% Aspen Technology Inc
2.82% RBC Bearings Inc
2.51% Thor Industries Inc
2.47% FLIR Systems Inc
2.46% Ansys Inc
2.17% Rollins Inc
2.15% Fair Isaac Corp
2.08% Interactive Brokers Group Inc
2.04% Primerica Inc

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