Morningstar

Virtus KAR Small-Mid Cap Core Fund Class A VKSAX

Medalist Rating as of Aug 31, 2026 See Virtus Investment Hub

Strategy

The investment seeks long-term capital appreciation, with dividend income a secondary consideration. Under normal circumstances, the fund invests at least 80% of its assets in common stocks of small and medium market capitalization companies. It pursues long-term capital appreciation in the small and medium market capitalization sectors while seeking to incur less risk than the small- and mid-cap markets. The fund invests in a select group of small and mid-market capitalization companies believed by the subadviser to be undervalued relative to their future growth potential.

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
VKSIX	Virtus KAR Small-Mid Cap Core Fund Class I	Institutional	Open			Mar 7, 2018	$637.41M	0.980%	High	$100,000	−$956.59M
VKSAX	Virtus KAR Small-Mid Cap Core Fund Class A	Front Load	Open			Mar 7, 2018	$37.34M	1.240%	Above Average	$2,500	−$23.26M
VKSCX	Virtus KAR Small-Mid Cap Core Fund Class C	Level Load	Closed			Mar 7, 2018	$26.45M	2.000%	High	$2,500	−$13.84M
VKSRX	Virtus KAR Small-Mid Cap Core Fund Class R6	Retirement, Large	Open			Mar 7, 2018	$92.05M	0.890%	High	$0	−$105.88M

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