About VSCRX
Virtus KAR Small-Cap Core Fund Class R6 is a mutual fund that focuses on providing long-term capital appreciation by investing primarily in U.S. small-cap companies. The fund is managed by Virtus Investment Advisers, LLC, with Kayne Anderson Rudnick serving as the subadviser. Its investment strategy centers on identifying small-cap companies with durable competitive advantages, excellent management, lower financial risk, and robust growth prospects. The fund employs disciplined, fundamental research to build a concentrated portfolio—typically holding 20 to 40 high-conviction positions—targeted toward businesses with consistent profitability, strong free cash flow, and minimal dependence on external financing.
The portfolio leans heavily toward the industrials and financials sectors, while also maintaining allocations in health care, consumer discretionary, information technology, and other areas. With a strong emphasis on high quality and lower volatility compared to the small-cap universe, the fund seeks to deliver attractive risk-adjusted returns over time. Its benchmark comparisons include the Russell 2000 and FT Wilshire 5000 Indexes. Suitable for investors seeking exposure to small-cap equities through a focused, risk-conscious approach, Virtus KAR Small-Cap Core Fund Class R6 stands out for its quality orientation and long-term investment horizon.
Fund Family Virtus
Category Small Blend
Performance Rating Above Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol VSCRX
Share Class Class R6
Index Russell 2000 TR
VSCRX had a total return of -0.80% in the past year, including dividends. Since the fund's
inception, the average annual return has been 12.93%.
