VLSRX Mutual Fund Price & Analysis

The Virtus KAR Long/Short Equity Fund Class R6 (VLSRX) is a mutual fund that seeks to provide investors with long-term capital appreciation by investing in a combination of long and short equity positions. This fund is managed by Virtus Investment Partners and utilizes a long/short equity strategy, which involves buying stocks that are expected to increase in value and shorting stocks that are expected to decrease in value. The R6 class of this fund is designed for institutional investors and has a lower expense ratio compared to other classes. Overall, VLSRX offers a diversified portfolio of both long and short equity positions, making it a potentially attractive option for investors seeking a balanced approach to equity investing.

VLSRX Mutual Fund Chart & Stats

Previous Close$17.69
Sub-CategoryLong-Short
Total Liabilities21.83M
Expense Ratio1.83%
Holding Count41
Brandvirtus alternative solutions trust
Dividend YieldN/A
CategoryAlternative
Total Assets93.49M
Shares OutstandingN/A
52-Week Range$15.85 - $18.66

Top 10 Holdings

Name
Weight %
Primerica
6.76%
Lamb Weston Holdings
4.78%
Ncino, Inc.
4.78%
Pool Corporation
4.56%
Home Depot
4.30%
Alphabet Inc. Class C
4.17%
Clearwater Analytics Holdings, Inc. Class A
4.09%
TransUnion Corp.
4.03%
USD_CASH
Cooper Cos Inc/The
3.97%
Visa Inc.
3.82%
Total45.27%

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