Nasdaq - Delayed Quote USD

Virtus KAR Small-Mid Cap Core I (VKSIX)

20.08
-0.51
(-2.48%)
As of 8:07:19 AM EDT. Market Open.

Investment Information

Min Initial Investment
2,500
Min Initial Investment, IRA
1
Min Initial Investment, AIP
1
Min Subsequent Investment
100
Min Subsequent Investment, IRA
1
Min Subsequent Investment, AIP
1

Broker Availability

  • (Junk)CommonWealth PPS
  • Vanguard NTF
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • Securities America Advisors
  • Securities America Inc.
  • Vanguard TF
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • Mid Atlantic Clearing and Settlement

Fund Summary

Under normal circumstances, the fund invests at least 80% of its assets in common stocks of small and medium market capitalization companies. It pursues long-term capital appreciation in the small and medium market capitalization sectors while seeking to incur less risk than the small- and mid-cap markets. The fund invests in a select group of small and mid-market capitalization companies believed by the subadviser to be undervalued relative to their future growth potential.

Fund Overview

Category Mid-Cap Growth
Fund Family Virtus
Net Assets 2.05B
YTD Return -6.01%
Yield 0.00%
Morningstar Rating
Inception Date Mar 07, 2018

Performance & Risk

YTD Return 1.43%
5y Average Return 11.17%
Rank in Category (ytd) 35
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.13
Morningstar Risk Rating

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