About VRESX
Virtus KAR Emerging Markets Small-Cap Fund Class R6 is a mutual fund focused on delivering long-term capital appreciation by investing in small-cap companies located in emerging market economies. The fund’s primary objective is to identify businesses with durable competitive advantages, solid management teams, low financial risk, and robust growth prospects. Through a disciplined, research-driven investment process, it seeks to assemble a concentrated portfolio of 30 to 60 high-quality holdings, prioritizing companies that exhibit above-average returns on capital and compelling valuations.
Managed by Kayne Anderson Rudnick Investment Management, the fund emphasizes companies with strong balance sheets, steady profitability, and dominant market positions. The strategy is designed to reduce volatility by favoring firms with consistent earnings, high free cash flow, and low reliance on external financing. This approach aims to offer a lower-risk entry point for investors seeking exposure to the dynamic, and often volatile, emerging markets small-cap segment. The fund serves as a specialist vehicle for those looking to diversify internationally and capture growth potential outside of developed markets, with a focus on quality and risk mitigation.
Fund Family Virtus
Category Diversified Emerging Mkts
Performance Rating Below Average
Risk Rating Low
Stock Exchange Nasdaq
Ticker Symbol VRESX
Share Class Class R6
Index MSCI EM (Emerging Markets) Small Cap NR USD
VRESX had a total return of 6.58% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.16%.
