Virtus KAR Global Small-Cap Fund Institutional Class
DGSCX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
Similar Funds
Performance
Beta
7-Day Total Return
30-Day Total Return
60-Day Total Return
90-Day Total Return
Year to Date Total Return
1-Year Total Return
2-Year Total Return
3-Year Total Return
5-Year Total Return
Last Bull Market Total Return
Last Bear Market Total Return
Forward Dividend Yield
Price
1-Month Low
--
1-Month High
--
52-Week Low
-- - --
52-Week High
-- - --
NAV
1-Month Low
1-Month High
52-Week Low
52-Week High
Company Information
Provider
Virtus
Manager/Tenure
(Years)
(Years)
Todd Beiley (2), Craig S. Thrasher (2)
Website
Address
101 Munson Street
Greenfield MA - 01301
Greenfield MA - 01301
Country
United States
Phone Number
800-243-1574
Investment Strategy
The investment seeks long-term capital appreciation. The fund pursues long-term capital appreciation in the small capitalization market while seeking to incur less risk than the small capitalization market. It invests in a select group of small market capitalization companies believed by the fund’s subadviser to possess sustainable competitive advantages at prices the subadviser deems attractive. The fund invests in U.S. and non-U.S. companies. Under normal circumstances, it invests at least 80% of net assets in common stocks of global small-capitalization companies.