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Virtus KAR Small-Mid Cap Core I (VKSIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.98-0.30 (-1.56%)
As of 08:05AM EDT. Market open.

Virtus KAR Small-Mid Cap Core I

Greenfield MA 01301

101 Munson Street

Virtus Equity Trust

Management information
Jon K Christensen,Lead manager since 6 March 2018
Jon Christensen, CFA, Portfolio Manager | Mr. Christensen is a Portfolio Manager and a Senior Research Analyst with primary research responsibilities for the small and mid-capitalization health-care sector. Before joining Kayne Anderson Rudnick in 2001, Mr. Christensen was a Portfolio Manager and Senior Research Analyst for Doheny Asset Management and has approximately 18 years of equity research experience. He earned a B.S. in Mathematics/Applied Science from the University of California, Los Angeles, and an M.B.A. from the California State University, Long Beach. Mr. Christensen is a Chartered Financial Analyst charterholder.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryMid-Cap Growth
Fund familyVirtus
Net assets1.85B
YTD return0.05%
Morningstar rating★★★★
Inception date6 Mar 2018

Fund operations

Last dividend0.00
Last cap gain5.00
Holdings turnover18.00%
Average for categoryN/A

Fees and expenses

ExpenseVKSIXCategory average
Annual report expense ratio (net)1.26%1.09%
Prospectus net expense ratio1.26%N/A
Prospectus gross expense ratio1.26%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.27%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A