About VRISX
The Virtus KAR International Small-Mid Cap Fund Class R6 is a mutual fund that targets international small- and mid-cap equities. Its primary objective is to generate attractive, risk-adjusted long-term returns by investing in companies outside the United States that exhibit durable competitive advantages, strong management, lower financial risk, and robust growth prospects. The fund’s investment approach is rooted in intensive fundamental research, seeking high-quality businesses with consistent growth, strong balance sheets, and high returns on capital at reasonable valuations. A hallmark of this fund is its relatively concentrated, high-conviction portfolio, typically holding 30 to 60 positions, which allows the management team to focus on its highest-conviction opportunities. The fund emphasizes lower volatility by favoring companies with stable earnings and limited need for external financing. Managed by Kayne Anderson Rudnick Investment Management, the fund plays a significant role in the Foreign Small/Mid Growth category, offering investors strategic access to growth-oriented companies across developed and select emerging markets, thereby broadening diversification beyond domestic equities.
Fund Family Virtus
Category Foreign Small/Mid Growth
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol VRISX
Share Class Class R6
Index MSCI All Country World Ex-US Small Mid Cap NR
VRISX had a total return of 3.34% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.67%.
