Virtus KAR Global Small-Cap Inst's Average Process and Parent pillars limit this strategy to a Morningstar Medalist Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
- NAV / 1-Day Return 35.17 / 0.51 %
- Total Assets 55.4 Mil
-
Adj. Expense Ratio
1.280%
- Expense Ratio 1.280%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Global Small/Mid Stock
- Investment Style Small Growth
- Min. Initial Investment 1,000,000
- Status Open
- TTM Yield 0.00
- Turnover 90%
Morningstar’s Analysis DGSCX
Will DGSCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 39
- Bond Holdings 0
- Other Holdings 11
- % Assets in Top 10 Holdings 44.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector