VKSFX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Virtus KAR Small-Mid Cap Value I (VKSFX) Ownership - Who owns Virtus KAR Small-Mid Cap Value I?

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

VKSFX

Net Assets

6.01M

Fund Existence

over 3 years

Turnover

8.00

Total Expense Ratio

0.92

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

100000

Min. Initial Investment IRA

N/A

Morningstar Category

Mid-Cap Blend

Administrative Fee

N/A

Annual Report Gross Expense Ratio

2.16

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

931K

Fund Type

OpenEnd

Index Fund

Management Fee

0.65

Modified Duration

N/A

No Load Fund

Yes

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

-2.685

Annual Yield % from dividends

0.56

Returns for 1 year

3.16

Returns for 3 years

12.32

Returns for 5 years

N/A

Returns for 10 years

N/A

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General Information

Category MidCapBlend

Profile

Fundamentals

Details