A management change amid a period of uncharacteristically weak results and an uptick in analyst departures prompt a downgrade to Virtus KAR Small-Cap Growth’s People Pillar from High to Above Average, while the Process rating remains Above Average.
Virtus KAR Small-Cap Growth Fund Class R6 VRSGX
- NAV / 1-Day Return $16.56 / 0.00
- Fund Size $499.5M
- Adjusted Expense Ratio 1.010%
- Net Expense Ratio 1.010%
- Fee Level: Distribution High
- Share Class Type Retirement, Large
- Morningstar Category Small Growth
- Equity Style Box (Funds) Small Growth
- Minimum Initial Investment $0
- Investment Status Open
- TTM Yield 0.00%
- Turnover Ratio 18%
Morningstar’s Analysis VRSGX
Will VRSGX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 56.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Servisfirst Bancshares Inc | 7.26 | 45M | Financial Services |
AAON Inc | 6.73 | 41M | Industrials |
Triumph Financial Inc | 6.46 | 40M | Financial Services |
Alliance Laundry Holdings Inc | 5.98 | 37M | Consumer Cyclical |
The Toro Co | 5.70 | 35M | Industrials |
Enerpac Tool Group Corp Class A | 5.18 | 32M | Industrials |
Goosehead Insurance Inc Class A | 5.16 | 32M | Financial Services |
Kinsale Capital Group Inc | 5.11 | 31M | Financial Services |
Ryan Specialty Holdings Inc Class A | 4.60 | 28M | Financial Services |
US Physical Therapy Inc | 4.39 | 27M | Healthcare |
United States