About VRKSX
Virtus KAR Small-Mid Cap Growth Fund Class R6 is an actively managed mutual fund designed to seek attractive long-term, risk-adjusted returns by investing primarily in U.S. small- and mid-cap growth companies. The fund targets businesses with durable competitive advantages, high-caliber management, robust balance sheets, and a consistent track record of profitable growth. Its investment approach emphasizes identifying companies delivering above-average returns on capital and trading at valuations that are considered attractive via disciplined fundamental research.
The fund, managed by Kayne Anderson Rudnick Investment Management, LLC, focuses on building a concentrated, high-conviction portfolio, typically composed of 20–35 holdings. This concentrated approach allows the management team to thoroughly research and understand each company in the portfolio, aiming to achieve lower earnings variability and reduced need for external financing within its holdings. Sectors impacted can include technology, healthcare, financial services, and industrials, among others. By favoring companies with strong free cash flow and market-dominant business models, the fund is structured to help cushion returns during periods of market volatility and downturns. Its role in the market centers on offering investors exposure to quality-focused small- and mid-cap growth equities, with a long-term, low-turnover strategy that distinguishes it within its category.
Fund Family Virtus
Category Mid-Cap Growth
Stock Exchange NASDAQ
Ticker Symbol VRKSX
Share Class Class R6
Index Russell 2500 Growth TR
VRKSX had a total return of 3.94% in the past year, including dividends. Since the fund's
inception, the average annual return has been 2.88%.
