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Virtus KAR Small-Mid Cap Core A VKSAX Fund Analysis

| Medalist Rating as of | See Virtus Investment Hub

Morningstar’s Analysis VKSAX

Will VKSAX outperform in future?

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

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

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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 second-costliest quintile among peers.

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