Virtus Kar Small Mid Fund Quote
| VKSAX Fund | USD 19.26 0.18 0.93% |
PerformanceVery Weak
| Odds Of DistressLow
|
Virtus Kar is trading at 19.26 as of the 21st of March 2025; that is 0.93% down since the beginning of the trading day. The fund's open price was 19.44. Virtus Kar has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent 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. More on Virtus Kar Small Mid
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Virtus Mutual Fund Highlights
| Fund Concentration | Virtus Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, Virtus (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 8th of May 2023 |
| Fiscal Year End | September |
Virtus Kar Small Mid [VKSAX] is traded in USA and was established 21st of March 2025. Virtus Kar is listed under Virtus category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of Virtus family. This fund at this time has accumulated 1.14 B in net assets with no minimum investment requirementsVirtus Kar Small is currently producing year-to-date (YTD) return of 0.4%, while the total return for the last 3 years was 5.98%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Virtus Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Virtus Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Virtus Kar Small Mid Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Virtus Kar Small Mid Mutual Fund Constituents
| PRI | Primerica | Stock | Financials | |
| POOL | Pool Corporation | Stock | Consumer Discretionary | |
| ZBRA | Zebra Technologies | Stock | Information Technology | |
| THO | Thor Industries | Stock | Consumer Discretionary | |
| TER | Teradyne | Stock | Information Technology | |
| SMG | Scotts Miracle Gro | Stock | Materials | |
| SITE | SiteOne Landscape Supply | Stock | Industrials | |
| AMN | AMN Healthcare Services | Stock | Health Care |
Virtus Kar Small Risk Profiles
| Mean Deviation | 0.7569 | |||
| Standard Deviation | 1.01 | |||
| Variance | 1.03 | |||
| Risk Adjusted Performance | (0.11) |
Virtus Kar Against Markets
Other Information on Investing in Virtus Mutual Fund
Virtus Kar financial ratios help investors to determine whether Virtus Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Virtus with respect to the benefits of owning Virtus Kar security.
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