- What does VRSGX invest in?
- The Fund seeks a long-term capital appreciation. Under normal circumstances, the fund primarily invests in common stocks of small market capitalization companies. The fund pursues long-term capital appreciation in the small capitalization market while seeking to incur less risk than the small capitalization growth market.
- What is the expense ratio of VRSGX?
- Virtus KAR Small-Cap Growth Fund Class R6 (VRSGX) charges an expense ratio of 1.01%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is VRSGX?
- Virtus KAR Small-Cap Growth Fund Class R6 (VRSGX) manages $1.04B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is VRSGX actively managed or an index fund?
- VRSGX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was VRSGX launched?
- Virtus KAR Small-Cap Growth Fund Class R6 (VRSGX) launched in January 2018 and is managed by the fund issuer.
- How has VRSGX performed?
- VRSGX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
