VKSIX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Virtus KAR Small-Mid Cap Core I (VKSIX) Ownership - Who owns Virtus KAR Small-Mid Cap Core I?

The investment seeks long-term capital appreciation, with dividend income a secondary consideration... Show more

Category: #Mid-Cap Growth

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

Profile

Details

Group

Domestic Stock Funds

Fundamentals

VKSIX

Net Assets

2.02B

Fund Existence

about 7 years

Turnover

7.00

Total Expense Ratio

0.99

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 Growth

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.99

Assets in Top Ten Holdings

677M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

1.69B

Fund Type

OpenEnd

Index Fund

Management Fee

0.73

Modified Duration

N/A

No Load Fund

Yes

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

-7.192

Annual Yield % from dividends

0.00

Returns for 1 year

-0.37

Returns for 3 years

12.81

Returns for 5 years

67.78

Returns for 10 years

N/A

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General Information

Category MidCapGrowth

Profile

Fundamentals

Details