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Virtus Kar Small-cap Value Fund Class C (0P000062ZB)

US Funds

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24.760 -0.110 -0.44%

29/08 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 10.55M

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0P000062ZB Holdings

Comprehensive information about top holdings and Key Holding Information for the Virtus KAR Small-Cap Value Fund Class C (0P000062ZB) fund. Our Virtus KAR Small-Cap Value 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	2.380	2.380	0.000
Shares	97.620	97.620	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	22.161	22.856
Price to Book	2.968	3.227
Price to Sales	2.086	2.171
Price to Cash Flow	15.754	12.678
Dividend Yield	1.334	0.633
5 Years Earnings Growth	11.918	13.728

Sector Allocation

Name	Net %	Category Average
Industrials	39.340	20.643
Financial Services	22.070	10.057
Consumer Cyclical	13.220	11.165
Basic Materials	9.740	3.189
Technology	6.780	24.329
Real Estate	3.120	2.873
Healthcare	2.900	19.832
Consumer Defensive	2.830	4.429

Region Allocation

Equities

North America
Latin America

Developed Markets

Top Holdings

Number of long holdings: 31

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Houlihan Lokey Inc	US4415931009	6.25	199.25	-0.74%
Watsco	US9426222009	5.36	402.38	+0.17%
Construction Partners	US21044C1071	4.77	119.90	-1.29%
Primerica	US74164M1080	4.45	269.34	+0.32%
RBC Bearings	US75524B1044	4.36	389.96	-2.19%
Armstrong World Industries	US04247X1028	4.17	195.77	-0.91%
Thor Industries	US8851601018	4.12	109.60	-0.11%
Hillman Solutions Corp Shs	-	4.06	-	-
Landstar	US5150981018	3.59	132.33	+0.39%
H B Fuller	US3596941068	3.48	61.05	+0.13%

Top Equity Funds by Virtus

Name	Total Assets	YTD%	3Y%	10Y%
Virtus KAR Mid Cap Core Fund Classi	2.34B	1.95	8.54	10.86
Virtus Small-Cap Sustainable Growt	1.41B	-11.43	0.93	12.04
Virtus Small-Cap Core I	1.45B	-0.19	13.31	15.31
Virtus KAR International Small Capi	905.23M	18.64	12.85	8.62
Virtus Quality Small-Cap I	656.46M	-1.33	6.01	8.58

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