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VKSAX
Mutual Fund ticker: NASDAQ
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Virtus KAR Small-Mid Cap Core A (VKSAX) Ownership - Who owns Virtus KAR Small-Mid Cap Core A?

The investment seeks long-term capital appreciation, with dividend income a secondary consideration... 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
1.25
Min. Initial Investment
2500.00
Fund Existence
about 7 years
Turnover
7.00
Front Load
5.50
Net Assets
1881514200.00
Manager Tenure
N/A

Fundamentals

VKSAX
Net Assets
1.88B
Fund Existence
about 7 years
Turnover
7.00
Total Expense Ratio
1.25
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
1.25
Assets in Top Ten Holdings
677M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
61.9M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.73
Modified Duration
N/A
No Load Fund
No
Number of Long Holdings
34.00
Number of Net Holdings
34.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
40.53%
Gain YTD
-13.577
Annual Yield % from dividends
0.00
Returns for 1 year
-11.72
Returns for 3 years
1.05
Returns for 5 years
55.55
Returns for 10 years
N/A
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General Information

Category MidCapGrowth

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