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Virtus KAR International Small-Cap A VISAX

Analyst rating as of
NAV / 1-Day Return
17.57  /  0.51 %
Total Assets
1.7 Bil
Adj. Expense Ratio
1.550%
Expense Ratio
1.550%
Fee Level
High
Longest Manager Tenure
7.84 years
Category
US Fund Foreign Small/Mid Growth
Investment Style
Small Growth
Min. Initial Investment
2,500
Status
Open
TTM Yield
1.90%
Turnover
30%
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Morningstar’s Analysis

Will VISAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillar’s below.

A growing fund built on success in a supposedly inefficient market.

Summary

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A talented team and a high-quality process earn Virtus KAR International Small Cap a Morningstar Analyst Rating of Bronze for its A, I, and R6 share classes, but higher fees restrain C shares to a Neutral Rating. Launched in September 2012, the strategy is the first pure international offering from wholly owned Virtus affiliate Kayne Anderson Rudnick. Results have been impressive: From its inception through Dec. 31, the fund’s Institutional share class has outpaced its MSCI All Country World Index ex US Small Cap benchmark by 4.8 percentage points annualized. It achieved these results with less downside volatility as well.

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