About VKSIX
Virtus KAR Small-Mid Cap Core Fund Class I is a mutual fund that invests primarily in the stocks of U.S. small- and mid-cap companies to pursue long-term capital appreciation, with dividend income as a secondary objective. It employs a disciplined, fundamental research-driven process to select high-quality businesses characterized by durable competitive advantages, excellent management, lower financial risk, strong growth trajectories, above-average returns on capital, and attractive valuations. The fund emphasizes a lower volatility approach by favoring companies with solid balance sheets, consistent profitability, high free cash flow, and minimal need for external financing, aiming to protect returns during market downturns. It maintains a high-conviction portfolio of 25-35 holdings, adopting a long-term, low-turnover strategy across key sectors such as industrials, financials, consumer discretionary, and information technology. Launched in 2018, this institutional share class supports investors seeking exposure to the mid-cap growth segment through a focused core equity strategy.
Fund Family Virtus
Category Mid-Cap Growth
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol VKSIX
Share Class Class I
Index Russell 2500 TR
VKSIX had a total return of -6.38% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.94%.
