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

The investment seeks long-term capital appreciation... Show more

Category: #Mid-Cap Blend

Profile

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

Details

Group
Domestic Stock Funds
Category
Mid-Cap Blend
Total Expense Ratio
1.17
Min. Initial Investment
2500.00
Fund Existence
over 3 years
Turnover
8.00
Front Load
5.50
Net Assets
6333417.00
Manager Tenure
N/A

Fundamentals

VKSDX
Net Assets
6.33M
Fund Existence
over 3 years
Turnover
8.00
Total Expense Ratio
1.17
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 Blend
Administrative Fee
N/A
Annual Report Gross Expense Ratio
2.28
Assets in Top Ten Holdings
2.64M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
1.56M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.65
Modified Duration
N/A
No Load Fund
No
Number of Long Holdings
30.00
Number of Net Holdings
30.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
41.51%
Gain YTD
-0.769
Annual Yield % from dividends
0.37
Returns for 1 year
3.67
Returns for 3 years
21.48
Returns for 5 years
N/A
Returns for 10 years
N/A
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General Information

Category MidCapBlend

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