Two skilled managers and a consistent, quality-oriented process make Virtus KAR Small-Cap Core a great option.
Virtus KAR Small-Cap Core R6 VSCRX
- NAV / 1-Day Return 59.51 / +0.64 %
- Total Assets 2.3 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.920%
- Distribution Fee Level High
- Share Class Type Retirement, Large
- Category Mid-Cap Growth
- Investment Style Small Growth
- Min. Initial Investment 2.5 Mil
- Status Limited
- TTM Yield 0.51%
- Turnover 10%
USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:29 PM GMT+0
Morningstar’s Analysis VSCRX
Will VSCRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 51.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
EMCOR Group Inc | 9.05 | 188.4 Mil | Industrials |
Simpson Manufacturing Co Inc | 6.62 | 137.8 Mil | Basic Materials |
FTI Consulting Inc | 6.31 | 131.3 Mil | Industrials |
Primerica Inc | 5.61 | 116.9 Mil | Financial Services |
Dreyfus Government Cash Mgmt Instl | 4.95 | 103.1 Mil | Cash and Equivalents |
CorVel Corp | 4.54 | 94.5 Mil | Financial Services |
Acushnet Holdings Corp | 4.17 | 86.9 Mil | Consumer Cyclical |
The Toro Co | 4.01 | 83.4 Mil | Industrials |
Landstar System Inc | 3.73 | 77.6 Mil | Industrials |
Kadant Inc | 3.62 | 75.4 Mil | Industrials |