Virtus KAR Small-Mid Cap Core Fund Class C
VKSCX
NASDAQ
| Weiss Ratings | VKSCX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Good | |||
| Reward Grade | B- | |||
| Risk Index | Fair | |||
| Risk Grade | C- | |||
| Company Info | VKSCX-NASDAQ | Click to Compare |
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| Provider | Virtus | |||
| Manager/Tenure (Years) | Jon K Christensen (8), Julie Kutasov (8), Craig Stone (8) | |||
| Website | http://www.virtus.com | |||
| Fund Information | VKSCX-NASDAQ | Click to Compare |
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| Fund Name | Virtus KAR Small-Mid Cap Core Fund Class C | |||
| Category | Mid-Cap Growth | |||
| Sub-Category | US Equity Mid Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Mar 07, 2018 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 2,500.00 | |||
| Minimum Subsequent Investment | 100.00 | |||
| Front End Fee | -- | |||
| Back End Fee | 0.01 | |||
| Dividends and Shares | VKSCX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | VKSCX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.96% | |||
| Asset Allocation | VKSCX-NASDAQ | Click to Compare |
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| Cash | 1.13% | |||
| Stock | 98.87% | |||
| U.S. Stock | 98.87% | |||
| Non-U.S. Stock | 0.00% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | VKSCX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.76% | |||
| 30-Day Total Return | 6.97% | |||
| 60-Day Total Return | -3.15% | |||
| 90-Day Total Return | -0.88% | |||
| Year to Date Total Return | -5.70% | |||
| 1-Year Total Return | -8.08% | |||
| 2-Year Total Return | -11.78% | |||
| 3-Year Total Return | 14.94% | |||
| 5-Year Total Return | -10.39% | |||
| Price | VKSCX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | VKSCX-NASDAQ | Click to Compare |
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| Nav | $16.86 | |||
| 1-Month Low NAV | $15.91 | |||
| 1-Month High NAV | $17.08 | |||
| 52-Week Low NAV | $15.76 | |||
| 52-Week Low NAV (Date) | Sep 30, 2026 | |||
| 52-Week High NAV | $18.96 | |||
| 52-Week High Price (Date) | Feb 09, 2026 | |||
| Beta / Standard Deviation | VKSCX-NASDAQ | Click to Compare |
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| Beta | 1.11 | |||
| Standard Deviation | 16.36 | |||
| Balance Sheet | VKSCX-NASDAQ | Click to Compare |
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| Total Assets | 809.18M | |||
| Operating Ratios | VKSCX-NASDAQ | Click to Compare |
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| Expense Ratio | 2.00% | |||
| Turnover Ratio | 15.00% | |||
| Performance | VKSCX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 2.74% | |||
| Last Bear Market Total Return | -17.42% | |||