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

US Funds

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37.04 -0.34 -0.91%

13/11 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 430.34M

Type: Fund

Market: United States

Issuer: Virtus

Asset Class: Equity

General
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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	1.81	1.81	0.00
Shares	98.19	98.19	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	26.92	22.55
Price to Book	3.38	3.20
Price to Sales	2.75	2.13
Price to Cash Flow	14.85	12.32
Dividend Yield	0.64	0.68
5 Years Earnings Growth	12.16	14.19

Sector Allocation

Name	Net %	Category Average
Financial Services	33.58	9.02
Technology	18.99	24.68
Communication Services	13.91	2.23
Industrials	13.54	19.87
Consumer Cyclical	9.75	11.52
Consumer Defensive	5.04	4.19
Healthcare	4.35	20.34
Real Estate	0.83	3.14

Region Allocation

Equities

North America
Europe Developed

Developed Markets

Top Holdings

Number of long holdings: 31

Number of short holdings: 2

Name	ISIN	Weight %	Last	Change %
Ryan Specialty Holdings Inc Class A	-	9.43	-	-
Morningstar	US6177001095	7.86	345.47	-1.45%
AAON	US0003602069	7.75	134.63	-2.25%
Auto Trader Group Plc	GB00BVYVFW23	6.87	787.60	-0.68%
Rightmove	GB00BGDT3G23	5.27	593.00	-2.40%
Triumph Bancorp	US89679E3009	4.95	102.68	-0.39%
Ncino	US63947X1019	4.87	41.49	-1.98%
ServisFirst Bancshares	US81768T1088	4.56	95.90	-0.73%
Enerpac Tool Group	US2927651040	4.24	48.77	-1.93%
Fox Factory	US35138V1026	4.10	33.76	+1.23%

Top Equity Funds by Virtus

Name	Total Assets	YTD%	3Y%	10Y%
Virtus KAR Mid Cap Core Fund Classi	2.57B	6.84	2.53	11.97
Virtus Small-Cap Sustainable Growt	2.31B	8.34	-4.11	14.12
Virtus Small-Cap Core I	1.57B	10.78	9.99	15.79
RidgeWorth Ceredex Mid-Cap Value EI	1.21B	8.78	2.69	7.73
Virtus KAR International Small Capi	839.86M	7.17	-5.85	7.03

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Virtus Small-Cap .	37.04	-0.34	-0.91%