About VKSFX
Virtus KAR Small-Mid Cap Value Fund Class I is a mutual fund focused on delivering attractive risk-adjusted long-term returns by investing in the stocks of U.S. small- and mid-capitalization value companies. The fund primarily aims to identify businesses with durable competitive advantages, excellent management, lower financial risk, and strong growth trajectories. Its disciplined, fundamentals-driven investment approach seeks out companies with solid balance sheets, consistent and profitable growth, high returns on capital, and market-dominant business models.
The portfolio typically holds 25-35 high-conviction investments, favoring a long-term, low-turnover strategy to capture the full value potential of its selections. It emphasizes lower volatility by targeting firms with less business risk, defined through lower earnings variability and strong free cash flow, which can help protect returns during challenging market conditions. The fund spans a broad spectrum of economic sectors, with notable allocations to industries such as industrials, financials, and technology. Managed by Kayne Anderson Rudnick Investment Management, the fund plays a role in diversifying investor portfolios and providing exposure to quality-focused, value-oriented small- and mid-cap U.S. companies.
Fund Family Virtus
Category Mid-Cap Blend
Performance Rating Low
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol VKSFX
Share Class Class I
Index Russell 2500 Value TR
VKSFX had a total return of -1.46% in the past year, including dividends. Since the fund's
inception, the average annual return has been 1.43%.
