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

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30.35 +0.30 +1.00%

21/06 - Closed. Currency in USD ( Disclaimer )

Morningstar Rating:
Total Assets: 372.98M

Type: Fund

Market: United States

Issuer: Virtus

Asset Class: Equity

General
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0P000062ZG Overview

On this page you'll find an in-depth profile of Virtus Kar Small-cap Growth Fund Class A. Learn about the key management, total assets, investment strategy and contact information of 0P000062ZG among other information.

Investment Strategy

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in common stocks of small market capitalization companies. It pursues long-term capital appreciation in the small capitalization market while seeking to incur less risk than the small capitalization growth market. The fund invests in a select group of small market capitalization companies believed by the fund's subadviser to possess sustainable competitive advantages at prices the subadviser deems attractive.

Contact Information

Address Greenfield, MA, 01301
Greenfield,MA 01301
United States

Phone +1 8002431574

Web www.virtus.com

Top Executives

Name	Title	Since	Until
Jon K Christensen	Portfolio Manager	2009	Now
Biography	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.
Todd Beiley	Portfolio Manager	2008	Now
Biography	Before joining Kayne Anderson Rudnick in 2002, Mr. Beiley worked as an Associate Analyst in equity research at Prudential Securities and before that was an Equity Research Associate at RNC Capital Management. He has approximately 23 years of equity research experience. Mr. Beiley earned a B.S. in Finance from Northern Arizona University and an M.B.A. from the University of Southern California. Mr. Beiley is a Chartered Financial Analyst charterholder.
Robert A. Schwarzkopf	Portfolio Manager	2006	2013
Biography	Schwarzkopf is a portfolio manager with Kayne Anderson Investment Management, his employer since 1991. Before joining Kayne, he was a member of the Investment Policy Committee at the Pilgrim Group of Mutual Funds and portfolio manager for Pilgrim Regional Bankshares. Schwarzkopf has approximately 25 years of investment industry experience. Schwarzkopf holds the Chartered Financial Analyst designation.
Sandi L. Gleason	Portfolio Manager	2006	2009
Biography	Gleason is a portfolio manager with Kayne Anderson Investment Management, her employer since 1993. Prior to joining the firm, she was a senior consultant for Peterson Consulting. Gleason has over 11 years of investment industry experience. Gleason holds the Chartered Financial Analyst designation.

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Recent Quotes

Name	Price	Chg.	Chg. %
Virtus Small-Cap .	30.35	+0.30	+1.00%
PROP	10.17	-0.54	-5.04%
CIFM Credit Enhan.	1.020	-0.002	-0.17%