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Morningstar

Virtus KAR Global Small-Cap C RGSCX

Morningstar Medalist Rating
Medalist Rating as of | See Virtus Investment Hub
  • NAV / 1-Day Return 26.02  /  +1.36 %
  • Total Assets 47.0 Mil
  • Adj. Expense Ratio
    2.380%
  • Expense Ratio 2.380%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Global Small/Mid Stock
  • Investment Style Small Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield —
  • Turnover 129%

USD | NAV as of Jul 27, 2024 | 1-Day Return as of Jul 27, 2024, 12:08 AM GMT+0

Morningstar’s Analysis RGSCX

Will RGSCX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable RGSCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the RGSCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of RGSCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings RGSCX

More RGSCX Holdings
  • 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