Virtus KAR Emerging Markets Small-Cap Fund A (VAESX) Research

The primary objective of this investment vehicle is to achieve capital appreciation. Typically, the fund allocates at least 80% of its total assets to stocks or equity-related securities issued by smaller companies located in developing economies. The subadviser defines small-capitalization firms as those possessing a market value below $8 billion at the time of initial purchase. For this fund's purposes, emerging market countries generally encompass all nations globally, with the exclusion of the United States, Canada, Japan, Australia, New Zealand, and the majority of Western European states. Notably, this fund operates as a non-diversified portfolio.

Market snapshot

Symbol
VAESX
Price
$16.75
Day change
0.00%
Market cap
$333.3M
52-week range
15.91-17.8
Sector
Financial Services
Industry
Asset Management

Peer companies

  • AMG River Road Small-Mid Cap Value Fund - Class N (ARSMX)
  • Goldman Sachs Commodity Strategy Fund Insti Cl (GCCIX)
  • Loomis Sayles Small Cap Value Fund Class N (LSCNX)
  • Loomis Sayles Small Capital Value Fund Retail Class (LSCRX)
  • Manning & Napier Overseas Series Class S (MNOSX)
  • Meridian Small Cap Growth Fund A Class (MSGAX)
  • Pear Tree Quality Institutional (QGIAX)
  • UBS US Quality Growth at Reasonable Price Fund (QGRPX)

Open Virtus KAR Emerging Markets Small-Cap Fund A (VAESX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.