Virtus KAR Small-Cap Value Fund (VQSRX)
Virtus KAR Small-Cap Value Fund operates in the Asset Management industry of the Financial Services sector, headquartered in Greenfield, MA, US. The stock last traded at $25.76, up 0.27% on the session, giving a market capitalisation of $604.2M. Its beta of 0.94 implies it has historically moved less than the broad market.
Under typical market conditions, this fund commits a minimum of 80% of its total assets to common stocks issued by companies with smaller market capitalizations. Its primary aim is to generate significant long-term capital appreciation within the small-cap sector, while simultaneously endeavoring to manage risk more conservatively than the overall small-cap value market. The fund's subadviser meticulously chooses a concentrated portfolio of small-cap enterprises, which are believed to be undervalued when compared to their projected future growth prospects.
Virtus KAR Small-Cap Value Fund is most often compared with the following Financial Services names: