Virtus KAR Small-Mid Cap Value FundVKSDX
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$5.9M
Expense ratio
1.17%
1-year return
-2.1%
3 years, a year
-29.5%
5 years, a year
—
Holdings
31
What it aims to do.
The fund seeks an investment objective of long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| RBC RBC Bearings Inc | 5.44% |
| CACI CACI International Inc. | 5.21% |
| TTC The Toro Company | 5.02% |
| TRU TransUnion | 3.92% |
| ZWS Zurn Elkay Water Solutions Corporation | 3.83% |
| GGG Graco Inc | 3.77% |
| WRB W.R. Berkley Corporation | 3.70% |
| MUSA Murphy USA Inc. | 3.69% |
| LPLA LPL Financial Holdings Inc. | 3.61% |
| BJ BJ Wholesale Club Holdings Inc | 3.58% |
More on VKSDX.
- VKSDX overview
- VKSDX holdings
- VKSDX risk
- VKSDX costs
- VKSDX money in and out
- VKSDX share classes
- Compare VKSDX 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.