Morningstar

Virtus International Small-Cap Fund Institutional Class ALOIX

Medalist Rating as of Aug 31, 2026 See Virtus Investment Hub

Strategy

The investment seeks maximum long-term capital appreciation. The fund seeks to achieve its objective by normally investing at least 80% of its net assets (plus borrowings made for investment purposes) in companies with smaller market capitalizations. It currently defines companies with smaller market capitalizations as those with market capitalizations comparable to companies included in the MSCI All Country World ex USA Small-Cap Index. The advisor expects to maintain a weighted-average market capitalization between 50% and 200% of the weighted-average market capitalization of the securities in the MSCI All Country World ex USA Small-Cap Index.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
ALOIX	Virtus International Small-Cap Fund Institutional Class	Institutional	Open			Dec 31, 1997	$23.02M	1.040%	Average	$1M	−$4.26M
AOPAX	Virtus International Small-Cap Fund Class A	Front Load	Open			Apr 12, 2010	$4.49M	1.250%	Below Average	$2,500	−$154,583.37
AIISX	Virtus International Small-Cap Fund Class R6	Retirement, Large	Open			Feb 1, 2016	$49.93M	1.000%	Average	$0	$15.79M

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