Virtus KAR Small-Cap Growth A Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital growth. The Series pursues long-term capital appreciation in the small capitalization market while seeking to incur less risk than the small capitalization growth market. The Series invests in a select group of small-cap companies believed by the subadviser to possess sustainable competitive advantages at prices the subadviser deems attractive. Under normal circumstances, the Series invests at least 80% of its assets in common stocks of small capitalization companies.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
—	Virtus KAR Small-Cap Growth Series Class A Shares	—	Open		—	Aug 12, 2002	$43.67M	1.140%	—	$0	−$5.41M
—	Virtus KAR Small-Cap Growth Series Class I Shares	—	Limited		—	Apr 30, 2013	$460,781.00	0.890%	—	$0	−$19,129.07

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