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Virtus KAR Small-Cap Growth Fund Class C (PSGCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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32.54+0.33 (+1.02%)
At close: 08:00PM EDT

Virtus KAR Small-Cap Growth Fund Class C

Virtus Equity Trust

101 Munson Street

Greenfield MA 01301

Management Information
Todd K Beiley,Lead Manager since April 13, 2008
Todd Beiley, CFA, Portfolio Manager | Mr. Beiley is a Portfolio Manager and a Senior Research Analyst with primary research responsibilities for the small and mid-capitalization financials and producer-durables sectors. Before joining Kayne Anderson Rudnick in 2002, he 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 14 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.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategorySmall Growth
Fund FamilyVirtus
Net Assets6.82B
YTD Return-21.07%
Morningstar Rating★★★★★
Inception DateJun 27, 2006

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings TurnoverN/A
Average for CategoryN/A

Fees & Expenses

ExpensePSGCXCategory Average
Annual Report Expense Ratio (net)0.00%1.21%
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.40%
Max Deferred Sales LoadN/A1.27%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A