MENU
VAKSX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

Virtus KAR Small-Mid Cap Growth A (VAKSX) Ownership - Who owns Virtus KAR Small-Mid Cap Growth A?

The investment seeks an investment objective of long-term capital appreciation... Show more

Category: #Mid-Cap Growth

Profile

Category
Mid-Cap Growth
Address
Virtus Equity Trust101 Munson StreetGreenfield
Phone
N/A
Web
www.virtusinvestmentpartners.com

Details

Group
Domestic Stock Funds
Category
Mid-Cap Growth
Total Expense Ratio
1.30
Min. Initial Investment
2500.00
Fund Existence
over 4 years
Turnover
37.00
Front Load
5.50
Net Assets
7890816.00
Manager Tenure
N/A

Fundamentals

VAKSX
Net Assets
7.89M
Fund Existence
over 4 years
Turnover
37.00
Total Expense Ratio
1.30
Front Load
5.50%
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
2500
Min. Initial Investment IRA
N/A
Morningstar Category
Mid-Cap Growth
Administrative Fee
N/A
Annual Report Gross Expense Ratio
2.12
Assets in Top Ten Holdings
5.09M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
480K
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.75
Modified Duration
N/A
No Load Fund
No
Number of Long Holdings
28.00
Number of Net Holdings
28.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
44.16%
Gain YTD
-3.714
Annual Yield % from dividends
0.00
Returns for 1 year
5.98
Returns for 3 years
10.27
Returns for 5 years
N/A
Returns for 10 years
N/A
View a ticker or compare two or three
Ad is loading...
A.I.Advisor
published price charts
A.I. Advisor
published General Information

General Information

Category MidCapGrowth

Profile
Fundamentals
Details
Category
Mid-Cap Growth
Address
Virtus Equity Trust101 Munson StreetGreenfield
Phone
N/A
Web
www.virtusinvestmentpartners.com