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Virtus Kar Small-cap Growth Fund Class A (0P000062ZG)

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37.79 +0.59    +1.59%
07:00:00 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 434.09M
Type:  Fund
Market:  United States
Issuer:  Virtus
Asset Class:  Equity
Virtus Small-Cap Sustainable Growth A 37.79 +0.59 +1.59%

0P000062ZG Overview

 
Find basic information about the Virtus Kar Small-cap Growth Fund Class A mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P000062ZG MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change29.66%
Prev. Close37.2
Risk Rating
TTM Yield0%
ROE21.60%
IssuerVirtus
Turnover9%
ROA11.95%
Inception Date38896
Total Assets434.09M
Expenses1.37%
Min. Investment2,500
Market Cap3.98B
CategorySmall Growth
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Performance

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Condition

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Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1081 1021 1245 875 1411 3652
Fund Return 8.11% 2.12% 24.48% -4.37% 7.13% 13.83%
Place in category 416 128 505 323 390 10
% in Category 71 19 90 64 79 4

Top Equity Funds by Virtus

  Name Rating Total Assets YTD% 3Y% 10Y%
  Virtus KAR Mid Cap Core Fund Classi 2.59B 6.84 2.53 11.97
  Virtus Small-Cap Sustainable Growt 2.34B 8.34 -4.11 14.12
  Virtus Small-Cap Core I 1.59B 10.78 9.99 15.79
  RidgeWorth Ceredex Mid-Cap Value EI 1.22B 8.78 2.69 7.73
  Virtus KAR International Small Capi 855.84M 7.17 -5.85 7.03

Top Funds for Small Growth Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Explorer Adm 19.28B 8.97 -0.27 10.31
  Vanguard Small Cap Growth Index Adm 14.13B 10.85 -2.75 8.72
  Neuberger Berman Genesis R6 5.15B 10.06 1.71 9.99
  T. Rowe Price QM US Small-Cap Gr Eq 4.96B 13.87 2.08 -
  T. Rowe Price Instl Small-Cap Stock 4.86B 8.97 -1.03 9.85

Top Holdings

Name ISIN Weight % Last Change %
Ryan Specialty Holdings Inc Class A - 9.43 - -
  Morningstar US6177001095 7.86 350.55 +0.57%
  AAON US0003602069 7.75 137.73 -2.15%
  Auto Trader Group Plc GB00BVYVFW23 6.87 793.00 +0.46%
  Rightmove GB00BGDT3G23 5.27 607.60 +2.64%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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