VKSDX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

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

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

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

Fund Share Class Net Assets

1.56M

Fund Type

OpenEnd

Index Fund

Management Fee

0.65

Modified Duration

N/A

No Load Fund

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