VKSCX Virtus KAR Small-Mid Cap Core Fund Class C

This is an open ended mutual fund. The investment seeks long-term capital appreciation, with dividend income a secondary consideration. Under normal circumstances, the fund invests at least 80% of its assets in common stocks of small and medium market capitalization companies. It pursues long-term capital appreciation in the small and medium market capitalization sectors while seeking to incur less risk than the small- and mid-cap markets. The fund invests in a select group of small and mid-market capitalization companies believed by the subadviser to be undervalued relative to their future growth potential.

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As of 07/27/2021


Mutual Fund Information
Sponsor:     Virtus Equity Trust
Category1:  US Equity
Category2:  Broad market
Category3:  Mid cap
Morningstar category:  Mid-Cap Growth
Investment style: Actively managed
Leverage factor:  1.00
Inception date:     03/07/2018
Market cap:     $28,300,000
Current yield:     0.00%
Fees:     0.0000%
All SEC Filings:  SEC Edgar Online
Summary Prospectus:  497
Semi-Annual filings:  N-CSR
Quarterly holdings:  NPORT
CUSIP:  92828N213
ISIN:    US92828N2137
Investment style: Actively managed

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