Virtus KAR Small-Cap Growth FundVRSGX
Type
Mutual fund
Peer group
US equity: small companies
Net assets
$825.6M
Expense ratio
1.01%
1-year return
-22.6%
3 years, a year
-6.7%
5 years, a year
-7.2%
Holdings
28
What it aims to do.
The fund has an investment objective of long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| SFBS Servisfirst Bancshares Inc | 6.52% |
| TFIN Triumph Financial Inc | 6.23% |
| TTC The Toro Company | 5.98% |
| EPAC Enerpac Tool Group Corp | 5.66% |
| USPH US Physical Therapy Inc | 5.11% |
| ALH Alliance Laundry Holdings Inc | 5.01% |
| KNSL Kinsale Capital Group Inc | 4.92% |
| RYAN Ryan Specialty Holdings Inc | 4.75% |
| AAON Aaon Inc | 4.72% |
| GSHD Goosehead Insurance Inc | 4.68% |
More on VRSGX.
- VRSGX overview
- VRSGX holdings
- VRSGX risk
- VRSGX costs
- VRSGX money in and out
- VRSGX share classes
- Compare VRSGX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.