Description

The Virtus KAR Small-Cap Core Fund typically allocates a substantial portion—at least 80%—of its assets to the equity securities of companies with small market capitalizations. Its primary objective is to achieve long-term capital growth within the small-cap segment, but it does so with a deliberate aim to manage risk more conservatively than the overall small-capitalization market. The fund's subadviser meticulously selects a concentrated portfolio of smaller companies, focusing on those believed to possess durable competitive advantages and whose shares are available at valuations deemed attractive by the investment team.