About VKSAX
Virtus KAR Small-Mid Cap Core Fund is a mutual fund focused on achieving long-term capital appreciation by investing primarily in equities of U.S. small- and mid-cap companies. Managed by Kayne Anderson Rudnick Investment Management, the fund emphasizes businesses with durable competitive advantages, strong management teams, lower financial risk, and robust growth trajectories. Its disciplined investment approach seeks high-quality, market-dominant firms, favoring companies that deliver consistent profitability, high returns on capital, and strong free cash flow, all while maintaining attractive valuations. The fund maintains a focused, high-conviction portfolio of approximately 25 to 35 holdings, aiming for lower volatility through extensive fundamental analysis. Sector exposures are typically concentrated in areas like industrials, technology, and financials, reflecting the team’s quality and growth focus. Virtus KAR Small-Mid Cap Core Fund plays a significant role in the market by offering investors access to well-researched, high-potential small- and mid-cap equities, and is commonly utilized in diversified portfolios seeking growth and quality within the U.S. equity landscape.
Fund Family Virtus
Category Mid-Cap Growth
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol VKSAX
Share Class Class A
Index Russell 2500 TR
VKSAX had a total return of -10.42% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.49%.
