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Virtus KAR Small-Cap Core R6 (VSCRX)

52.00 +1.30 (+2.56%)
At close: 8:04:41 PM EDT
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  • Previous Close 50.70
  • YTD Return -0.33%
  • Expense Ratio 0.92%
  • Category Small Blend
  • Last Cap Gain 44.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Net Assets 1.55B
  • Beta (5Y Monthly) 0.91
  • Yield 0.55%
  • 5y Average Return --
  • Holdings Turnover 13.00%
  • Last Dividend 0.31
  • Inception Date Aug 30, 2002

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 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.

Virtus

Fund Family

Small Blend

Fund Category

1.55B

Net Assets

2002-08-30

Inception Date

Performance Overview

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Trailing returns as of 10/27/2026. Category is Small Blend.

YTD Return

VSCRX
0.33%
Category
20.19%

1-Year Return

VSCRX
1.03%
Category
60.18%

3-Year Return

VSCRX
8.24%
Category
11.32%

5-Year Return

VSCRX
7.08%
Category
13.88%

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