Virtus KAR Small-Mid Cap Growth FundVIKSX
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$5.8M
Expense ratio
0.95%
1-year return
-13.1%
3 years, a year
+1.4%
5 years, a year
-1.0%
Holdings
28
What it aims to do.
The fund has an investment objective of long-term capital appreication.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| LMAT Lemaitre Vascular Inc. | 5.91% |
| WST West Pharmaceutical Services Incorporated | 4.92% |
| HEI-A Heico Corp | 4.92% |
| TDY Teledyne Technologies Inc | 4.86% |
| HQY Healthequity Inc | 4.31% |
| ULS UL Solutions Inc. | 3.94% |
| AAON Aaon Inc | 3.93% |
| SSD Simpson Manufacturing Co Inc. | 3.84% |
| OLLI Ollies Bargain Outlet Holdings Inc. | 3.77% |
| WMS Advanced Drainage System Inc | 3.61% |
More on VIKSX.
- VIKSX overview
- VIKSX holdings
- VIKSX risk
- VIKSX costs
- VIKSX money in and out
- VIKSX share classes
- Compare VIKSX 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.