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Virtus KAR Small-Cap Core R6 VSCRX

Analyst rating as of
NAV / 1-Day Return
41.88  /  0.67 %
Total Assets
1.5 Bil
Adj. Expense Ratio
0.940%
Expense Ratio
0.940%
Fee Level
High
Longest Manager Tenure
11.74 years
Category
US Fund Mid-Cap Growth
Investment Style
Mid Growth
Min. Initial Investment
0
Status
Limited
TTM Yield
0.08%
Turnover
9%
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Morningstar’s Analysis

Will VSCRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

This strategy has clear merits but its size presents challenges.

Senior Analyst

Summary

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Virtus KAR Small-Cap Core is guided by a pair of skilled comanagers, but capacity concerns keep its Morningstar Analyst Rating at Bronze.

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