Virtus KAR Equity Income FundVECRX
Type
Mutual fund
Peer group
Global equity
Net assets
$162.0M
Expense ratio
0.78%
1-year return
+14.4%
3 years, a year
+9.7%
5 years, a year
+6.9%
Holdings
39
What it aims to do.
The fund has investment objectives of capital appreciation and current income.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| FTS Fortis Inc | 5.38% |
| Zurich Insurance Group AG | 4.53% |
| PNC PNC Financial Services Group Inc. | 4.35% |
| LAMR Lamar Advertising Company | 4.04% |
| WMT Walmart Inc | 3.80% |
| BNY The Bank of New York Mellon Corp. | 3.68% |
| SO Southern Co. | 3.49% |
| ABBV AbbVie Inc. | 3.46% |
| JOBY Linde PLC | 3.41% |
| KO Coca-Cola Co (The) | 3.30% |
More on VECRX.
- VECRX overview
- VECRX holdings
- VECRX risk
- VECRX costs
- VECRX money in and out
- VECRX share classes
- Compare VECRX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.