About VKSCX
Virtus KAR Small-Mid Cap Core Fund - Class C is a mutual fund that targets the equities of U.S. small- and mid-cap companies. The primary purpose of this fund is to generate attractive risk-adjusted long-term returns by employing a disciplined investment process focused on businesses with durable competitive advantages, strong management, lower financial risk, and robust growth potential. The strategy, managed by Kayne Anderson Rudnick Investment Management, emphasizes identifying high-quality companies with market dominance, solid balance sheets, consistent profitability, and above-average returns on capital, all acquired at appealing valuations. A hallmark of the fund is its high-conviction and relatively concentrated portfolio, typically holding 25-35 positions to capture the full potential of its best investment ideas. It adopts a lower-volatility approach by prioritizing companies with stable earnings, reliable free cash flow, and minimal reliance on external financing, aiming to preserve capital and support performance during challenging market conditions. This fund appeals to investors and allocators seeking exposure to the growth prospects of smaller and medium-sized U.S. businesses while emphasizing quality, financial strength, and disciplined execution.
Fund Family Virtus
Category Mid-Cap Growth
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol VKSCX
Share Class Class C
Index Russell 2500 TR
VKSCX had a total return of -11.10% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.68%.
