Morningstar

Virtus KAR Small-Mid Cap Core Fund Class C VKSCX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Virtus Investment Hub
  • NAV / 1-Day Return $16.16  /  −0.31 %
  • Fund Size $793.2M
  • Adjusted Expense Ratio 2.000%
  • Net Expense Ratio 2.000%
  • Fee Level: Distribution High
  • Share Class Type Level Load
  • Morningstar Category Mid-Cap Growth
  • Equity Style Box (Funds) Small Blend
  • Minimum Initial Investment $2,500
  • Investment Status Closed
  • TTM Yield 0.00%
  • Turnover Ratio 15%
NAV and 1-Day Return as of

Morningstar’s Analysis VKSCX

Will VKSCX outperform in the 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 VKSCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the VKSCX 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 VKSCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Virtus KAR Small-Mid Cap Core C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings VKSCX

More VKSCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 47.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Interactive Brokers Group Inc Class A

6.18 67M
Financial Services

WR Berkley Corp

5.18 56M
Financial Services

UL Solutions Inc Class A common stock

5.13 56M
Industrials

Teledyne Technologies Inc

5.12 56M
Technology

Zurn Elkay Water Solutions Corp

5.07 55M
Industrials

Nordson Corp

4.64 50M
Industrials

Jack Henry & Associates Inc

4.35 47M
Technology

Allegion PLC

4.04 44M
Industrials

Saia Inc

3.94 43M
Industrials

Lennox International Inc

3.63 39M
Industrials

Sponsor Center