VKSRX – Fund Analysis – Virtus KAR Small-Mid Cap Core R6 | Morningstar

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Will VKSRX outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VKSRX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

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

A sound investment process and strong management team underpin Virtus KAR Small-Mid Cap Core R6's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research

Rated on Feb 29, 2024 Published on Feb 29, 2024

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