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Virtus KAR Small-Cap Value Fund Class C (0P000062ZB)

US Funds

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22.320 +0.550 +2.53%

21/11 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 8.78M

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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	22.546
Price to Book	2.968	3.255
Price to Sales	2.086	2.217
Price to Cash Flow	15.754	13.306
Dividend Yield	1.334	0.611
5 Years Earnings Growth	11.918	13.999

Sector Allocation

Name	Net %	Category Average
Industrials	39.340	21.102
Financial Services	22.070	9.983
Consumer Cyclical	13.220	11.016
Basic Materials	9.740	3.274
Technology	6.780	24.161
Real Estate	3.120	2.904
Healthcare	2.900	19.964
Consumer Defensive	2.830	4.176

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	173.61	+1.49%
Watsco	US9426222009	5.36	298.20	+5.37%
Construction Partners	US21044C1071	4.77	101.16	+0.73%
Primerica	US74164M1080	4.45	263.10	+0.58%
RBC Bearings	US75524B1044	4.36	426.16	-0.39%
Armstrong World Industries	US04247X1028	4.17	182.91	+1.38%
Thor Industries	US8851601018	4.12	100.88	+5.05%
Hillman Solutions Corp Shs	-	4.06	-	-
Landstar	US5150981018	3.59	126.61	+4.20%
H B Fuller	US3596941068	3.48	57.34	+3.48%

Top Equity Funds by Virtus

Name	Total Assets	YTD%	3Y%	10Y%
Virtus KAR Mid Cap Core Fund Classi	2B	0.84	9.98	11.04
Virtus Small-Cap Core I	1.28B	-4.06	12.54	14.99
Virtus Small-Cap Sustainable Growt	959.58M	-18.48	0.82	11.47
Virtus KAR International Small Capi	807.35M	13.50	17.90	8.72
Virtus Strategic Growth A	598.81M	10.39	22.54	12.99

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Recent Quotes

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Virtus KAR Small-.	22.320	+0.550	+2.53%
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