Virtus KAR Small-Mid Cap Core FundVKSCX
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$1.4B
Expense ratio
2.00%
1-year return
-8.6%
3 years, a year
-4.2%
5 years, a year
-9.0%
Holdings
31
What it aims to do.
The fund has an investment objective of long-term capital appreciation, with dividend income a secondary consideration.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| IBKR Interactive Brokers Group Inc | 6.62% |
| WRB W.R. Berkley Corporation | 4.92% |
| TDY Teledyne Technologies Inc | 4.73% |
| ZWS Zurn Elkay Water Solutions Corporation | 4.63% |
| ULS UL Solutions Inc. | 4.43% |
| JOBY Allegion PLC | 4.37% |
| NDSN Nordson Corp | 4.27% |
| ROL Rollins Inc | 4.00% |
| LPLA LPL Financial Holdings Inc. | 3.58% |
| SAIA Saia Inc | 3.43% |
More on VKSCX.
- VKSCX overview
- VKSCX holdings
- VKSCX risk
- VKSCX costs
- VKSCX money in and out
- VKSCX share classes
- Compare VKSCX 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.