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Virtus Kar Small-cap Growth Fund Class C (0P000062ZI)

US Funds

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22.310 +0.170 +0.77%

03/07 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 56.5M

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0P000062ZI Holdings

Comprehensive information about top holdings and Key Holding Information for the Virtus KAR Small-Cap Growth Fund Class C (0P000062ZI) fund. Our Virtus KAR Small-Cap Growth Fund Class C portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	1.490	1.490	0.000
Shares	98.510	98.510	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	27.177	21.899
Price to Book	4.044	3.113
Price to Sales	3.205	2.101
Price to Cash Flow	15.815	12.208
Dividend Yield	0.577	0.648
5 Years Earnings Growth	12.107	14.175

Sector Allocation

Name	Net %	Category Average
Financial Services	34.200	10.130
Technology	18.090	23.857
Industrials	14.710	20.231
Communication Services	12.300	2.159
Consumer Cyclical	10.690	11.081
Consumer Defensive	4.510	4.595
Healthcare	3.800	20.389
Real Estate	1.700	2.942

Region Allocation

Equities

North America
Europe Developed

Developed Markets

Top Holdings

Number of long holdings: 30

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Ryan Specialty Holdings Inc Class A	-	9.12	-	-
AAON	US0003602069	8.49	75.25	-0.03%
Morningstar	US6177001095	7.45	311.29	+0.25%
Auto Trader Group Plc	GB00BVYVFW23	7.04	810.40	-1.12%
ServisFirst Bancshares	US81768T1088	5.16	82.89	+1.02%
Rightmove	GB00BGDT3G23	5.08	774.00	-0.41%
Enerpac Tool Group	US2927651040	4.70	38.05	+0.16%
Triumph Bancorp	US89679E3009	4.66	63.72	+1.40%
Goosehead Insurance	US38267D1090	4.58	104.50	+1.83%
Ncino	US63947X1019	4.24	28.70	+2.61%

Top Equity Funds by Virtus

Name	Total Assets	YTD%	3Y%	10Y%
Virtus KAR Mid Cap Core Fund Classi	2.43B	0.74	8.85	10.82
Virtus Small-Cap Sustainable Growt	1.57B	-9.01	3.49	12.40
Virtus Small-Cap Core I	1.42B	-3.42	13.96	15.01
RidgeWorth Ceredex Mid-Cap Value EI	1.08B	-1.83	5.36	7.15
Virtus KAR International Small Capi	936.38M	18.37	11.09	7.98

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Recent Quotes

Name	Price	Chg.	Chg. %
Virtus KAR Small-.	22.310	+0.170	+0.77%
Bayerische Call 1.	112.450	0.000	0.00%
BOTTOM UP INVERSI.	0.000	0.000	0%
Eagle Small Cap G.	26.27	+0.23	+0.88%
Old Mutual Multi-.	2.666	+0.002	+0.09%