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Virtus Kar Small-cap Growth Fund Class A (0P000062ZG)

US Funds

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27.58 +0.05 +0.18%

07/05 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 322.12M

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0P000062ZG Holdings

Comprehensive information about top holdings and Key Holding Information for the Virtus Small-Cap Sustainable Growth A (0P000062ZG) fund. Our Virtus Small-Cap Sustainable Growth A 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	6.15	6.15	0.00
Shares	93.85	93.85	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	26.61	22.40
Price to Book	3.93	3.19
Price to Sales	3.05	2.19
Price to Cash Flow	15.22	12.53
Dividend Yield	0.58	0.64
5 Years Earnings Growth	11.25	14.33

Sector Allocation

Name	Net %	Category Average
Financial Services	33.17	9.88
Technology	23.06	24.05
Industrials	13.33	20.23
Communication Services	11.12	2.18
Consumer Cyclical	9.09	11.33
Consumer Defensive	5.21	4.45
Healthcare	3.72	20.28
Real Estate	1.30	3.00

Region Allocation

Equities

North America
Europe Developed

Developed Markets

Top Holdings

Number of long holdings: 30

Number of short holdings: 2

Name	ISIN	Weight %	Last	Change %
Morningstar	US6177001095	7.84	297.93	+1.50%
AAON	US0003602069	6.55	95.71	-1.78%
Auto Trader Group Plc	GB00BVYVFW23	5.91	873.80	+1.02%
ServisFirst Bancshares	US81768T1088	5.37	72.82	-0.75%
Triumph Bancorp	US89679E3009	5.27	55.05	+1.55%
Goosehead Insurance	US38267D1090	5.11	102.31	-0.38%
Enerpac Tool Group	US2927651040	4.77	41.69	+0.05%
Ryan Specialty Holdings Inc Class A	-	4.65	-	-
Rightmove	GB00BGDT3G23	4.53	749.40	+0.94%
Ncino	US63947X1019	4.40	22.83	+3.07%

Top Equity Funds by Virtus

Name	Total Assets	YTD%	3Y%	10Y%
Virtus KAR Mid Cap Core Fund Classi	2.26B	-3.41	4.18	10.28
Virtus Small-Cap Sustainable Growt	1.56B	-9.95	-0.59	12.18
Virtus Small-Cap Core I	1.32B	-5.13	11.98	14.60
RidgeWorth Ceredex Mid-Cap Value EI	1B	-5.00	2.07	6.96
Virtus KAR International Small Capi	882.05M	6.86	3.96	7.41

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Virtus Small-Cap .	27.58	+0.05	+0.18%
	BMO Canadian Divi.	22.67	+0.11	+0.49%