Morningstar

Virtus KAR Small-Mid Cap Core Fund Class R6 VKSRX

Morningstar Medalist Rating
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Medalist Rating as of See Virtus Investment Hub
  • NAV / 1-Day Return $17.74  /  −0.34 %
  • Fund Size $793.2M
  • Adjusted Expense Ratio 0.890%
  • Net Expense Ratio 0.890%
  • Fee Level: Distribution High
  • Share Class Type Retirement, Large
  • Morningstar Category Mid-Cap Growth
  • Equity Style Box (Funds) Small Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 15%
NAV and 1-Day Return as of

Morningstar’s Analysis VKSRX

Will VKSRX 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Virtus KAR Small-Mid Cap Core R6 holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings VKSRX

More VKSRX 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

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