Virtus KAR Small-Cap Value Fund (VQSRX) Research

Under typical market conditions, this fund commits a minimum of 80% of its total assets to common stocks issued by companies with smaller market capitalizations. Its primary aim is to generate significant long-term capital appreciation within the small-cap sector, while simultaneously endeavoring to manage risk more conservatively than the overall small-cap value market. The fund's subadviser meticulously chooses a concentrated portfolio of small-cap enterprises, which are believed to be undervalued when compared to their projected future growth prospects.

Market snapshot

Symbol
VQSRX
Price
$24.59
Day change
+1.32%
Market cap
$589.7M
52-week range
22.7-26.62
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Baron Fifth Avenue Growth Fund (BFTHX)
  • Baron Fifth Avenue Growth Fund (BFTIX)
  • Invesco Energy Fund (IENAX)
  • Meridian Growth Fund (MRIGX)
  • Northern Small Cap Value Fund (NOSGX)
  • Pax Small Cap Fund (PXSIX)
  • RMB Mendon Financial Services Fund (RMBKX)
  • Red Oak Technology Select Fund (ROGSX)

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