About VIESX
Virtus KAR Emerging Markets Small-Cap Fund Class I is a mutual fund designed to provide long-term capital appreciation by investing primarily in small-capitalization companies located in emerging markets. The fund focuses on identifying businesses with durable competitive advantages, strong management, lower financial risk, and robust growth profiles. Utilizing a disciplined, research-driven process, the portfolio managers seek high-quality companies that demonstrate consistent profitability, high returns on capital, and attractive valuations, aiming to construct a concentrated portfolio of 30 to 60 holdings. The fund’s diversified approach spans various sectors and geographies, targeting firms in regions such as Asia, Latin America, and emerging parts of Europe. Managed with a focus on lower volatility, the strategy prioritizes companies with stable growth and resilient business models. Virtus KAR Emerging Markets Small-Cap Fund Class I plays a distinct role in the financial market by offering institutional and sophisticated investors targeted exposure to the growth potential of emerging market small-cap equities, a segment often underrepresented in broader global portfolios.
Fund Family Virtus
Category Diversified Emerging Mkts
Performance Rating Above Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol VIESX
Share Class Class I
Index MSCI EM (Emerging Markets) Small Cap NR USD
VIESX had a total return of 9.85% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.51%.
