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Virtus KAR Small-Mid Cap Growth R6 (VRKSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
9.95+0.02 (+0.20%)
At close: 08:00PM EDT

Virtus KAR Small-Mid Cap Growth R6

Greenfield MA 01301

101 Munson Street

Virtus Equity Trust

Management Information
,Lead Manager since December 7, 2020
Julie Biel, CFA, is a portfolio manager and senior research analyst at Kayne Anderson Rudnick Investment Management, LLC (“KAR”) with primary research responsibilities for the small- and mid-capitalization technology sector. Before joining KAR in 2013, Ms. Biel worked as an equity research associate at Imperial Capital and before that an equity research associate at Merrill Lynch. Ms. Biel earned a B.A. in economics and psychology from New York University, and an M.B.A from the University of California, Los Angeles. She is a CFA (Chartered Financial Analyst) charterholder and has been working in the investment industry since 2008.
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

CategoryMid-Cap Growth
Fund FamilyVirtus
Net Assets7.51M
YTD Return5.23%
Morningstar Rating★★★
Inception DateDec 7, 2020

Fund Operations

Last DividendN/A
Last Cap Gain-6.00
Holdings TurnoverN/A
Average for CategoryN/A

Fees & Expenses

ExpenseVRKSXCategory Average
Annual Report Expense Ratio (net)1.30%1.09%
Prospectus Net Expense Ratio1.30%N/A
Prospectus Gross Expense Ratio2.24%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.36%
Max Deferred Sales LoadN/A1.27%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A