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Virtus KAR Small-Cap Value Fund (VQSRX)

NASDAQ Financial Services Asset Management
$23.30 ▲ +0.47%
Market Cap
$546.5M
Sector
Financial Services
Industry
Asset Management
Beta
0.94
52-Wk Range
22.7-26
CEO
—
Country
US
Currency
USD

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 $23.30, up 0.47% on the session, giving a market capitalisation of $546.5M. Its beta of 0.94 implies it has historically moved less than the broad market.

Company profile
Exchange
NASDAQ
Employees
—
IPO date
2016-11-07
Headquarters
Greenfield, MA, US
About Virtus KAR Small-Cap Value Fund

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.

Comparable companies

Virtus KAR Small-Cap Value Fund is most often compared with the following Financial Services names:

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