VQSRX – Virtus KAR Small-Cap Value R6 Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in common stocks of small market capitalization companies. It pursues long-term capital appreciation in the small market capitalization sector while seeking to incur less risk than the small capitalization value market. The fund invests in a select group of small market capitalization companies believed by the fund's 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
PXQSX	Virtus KAR Small-Cap Value Fund Class I	Institutional	Open			Jun 28, 2006	$355.76M	0.990%	Above Average	$100,000	−$235.82M
PQSAX	Virtus KAR Small-Cap Value Fund Class A	Front Load	Open			Jun 28, 2006	$73.40M	1.220%	Average	$2,500	−$12.31M
PQSCX	Virtus KAR Small-Cap Value Fund Class C	Level Load	Closed			Jun 28, 2006	$4.35M	1.990%	Average	$2,500	−$5.25M
VQSRX	Virtus KAR Small-Cap Value Fund Class R6	Retirement, Large	Open			Nov 3, 2016	$31.13M	0.890%	Above Average	$0	−$7.74M

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