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Nasdaq - Delayed Quote USD

Virtus KAR Small-Mid Cap Core I (VKSIX)

19.92
+0.22
+(1.12%)
At close: 8:02:19 PM EDT

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.

Virtus KAR Small-Mid Cap Core I

Greenfield MA 01301
101 Munson Street

Fund Overview

Category Mid-Cap Growth
Fund Family Virtus
Net Assets 2.2B
YTD Return 1.33%
Yield 0.00%
Morningstar Rating
Inception Date Mar 07, 2018

Fund Operations

Last Dividend 0.00
Last Cap Gain 5.00
Holdings Turnover 7.00%
Average for Category --

Fees & Expenses

Expense VKSIX Category Average
Annual Report Expense Ratio (net) 0.99% 1.09%
Prospectus Net Expense Ratio 0.99% --
Prospectus Gross Expense Ratio 0.99% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.36%
Max Deferred Sales Load -- 1.27%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Jon K Christensen, Lead Manager since March 07, 2018
Jon K. Christensen, CFA is a Portfolio Manager and a Senior Research Analyst with primary research responsibilities for the small and mid-capitalization health-care and industrials sector. He began his equity research career in 1995. Before joining Kayne Anderson Rudnick in 2001, Mr. Christensen was a Portfolio Manager and Senior Research Analyst for Doheny Asset Management. He earned a B.S. in Mathematics/Applied Science from the University of California, Los Angeles, and an MBA from the California State University, Long Beach. Mr. Christensen is a CFA charterholder.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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