NasdaqGM - Delayed Quote • USD
Virtus KAR Small-Mid Cap Value (0P0001MJ17)
At close: April 5 at 4:00 PM EDT
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
Broker Availability Information Not Available
Fund Summary
The Advisor 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 value markets. Although the fund invests primarily in U.S. companies, it may invest in foreign securities and American Depositary Receipts (“ADRs”), European Depositary Receipts (“EDRs”) and Global Depositary Receipts (“GDRs”). Under normal circumstances, the fund invests at least 80% of its assets in common stocks of small and medium market capitalization companies.
Fund Overview
| Category | Mid-Cap Blend |
| Fund Family | Virtus |
| Net Assets | 6.54M |
| YTD Return | 6.52% |
| Yield | 0.66% |
| Morningstar Rating | -- |
| Inception Date | Aug 03, 2021 |
Performance & Risk
| YTD Return | 3.15% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 86 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | -- |
| Morningstar Risk Rating | -- |
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