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Virtus KAR Global Small-Cap Inst DGSCX

Medalist Rating as of | See Virtus Investment Hub
  • NAV / 1-Day Return 40.25  /  +0.70 %
  • Total Assets 45.5 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 1.0 Mil
  • Status Open
  • TTM Yield 0.83%
  • Turnover 129%

USD | NAV as of Jun 24, 2024 | 1-Day Return as of Jun 24, 2024, 10:12 PM GMT+0

Morningstar’s Analysis DGSCX

Will DGSCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A sound investment process and strong management team underpin Virtus KAR Global Small-Cap Inst's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings DGSCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 46.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Primerica Inc

6.50 4.0 Mil
Financial Services

Baltic Classifieds Group PLC

5.78 3.6 Mil
Communication Services

Ryan Specialty Holdings Inc Class A

5.06 3.1 Mil
Financial Services

Rightmove PLC

4.97 3.1 Mil
Communication Services

Simpson Manufacturing Co Inc

4.95 3.1 Mil
Basic Materials

FTI Consulting Inc

4.57 2.8 Mil
Industrials

Auto Trader Group PLC

4.00 2.5 Mil
Communication Services

Tegma Gestao Logistica SA

3.84 2.4 Mil
Industrials

Moelis & Co Class A

3.45 2.1 Mil
Financial Services

Landstar System Inc

3.34 2.1 Mil
Industrials