VIDMX – Virtus KAR Developing Markets I Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in equity securities or equity-linked instruments of developing markets companies. The advisor intends to invest in various types of issuers and industries, and in a number of different countries. Equity securities in which the fund invests include common stocks, preferred stocks, American Depositary Receipts (“ADRs”) and Global Depositary Receipts (“GDRs”). The fund may invest in companies of all market capitalizations. Generally, the fund invests in approximately 30-60 securities at any given time. The fund is non-diversified.

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
VIDMX	Virtus KAR Developing Markets Fund Class I	Institutional	Open			Jun 22, 2021	$484,161.00	1.080%	Above Average	$100,000	−$559,061.88
VDMAX	Virtus KAR Developing Markets Fund Class A	Front Load	Open			Jun 22, 2021	$401,063.00	1.330%	Average	$2,500	−$45,898.21
VDMRX	Virtus KAR Developing Markets Fund Class R6	Retirement, Large	Open			Jun 22, 2021	$3.98M	1.030%	Above Average	$0	$799,675.13

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