VIISX – Virtus KAR International Small-Mid Cap I Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in equity securities of non-U.S. small- and mid-capitalization companies. The advisor intends to diversify its investments among countries and normally to have represented in the portfolio business activities of a number of different countries. Equity securities in which the fund invests include common stocks, preferred stocks and American Depositary Receipts (ADRs).

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
VIISX	Virtus KAR International Small-Mid Cap Fund Class I	Institutional	Open			Sep 5, 2012	$573.65M	1.170%	High	$100,000	−$309.93M
VISAX	Virtus KAR International Small-Mid Cap Fund Class A	Front Load	Open			Sep 5, 2012	$36.57M	1.440%	Above Average	$2,500	−$8.75M
VCISX	Virtus KAR International Small-Mid Cap Fund Class C	Level Load	Closed			Sep 5, 2012	$3.97M	2.190%	Above Average	$2,500	−$6.98M
VRISX	Virtus KAR International Small-Mid Cap Fund Class R6	Retirement, Large	Open			Nov 12, 2014	$71.87M	1.080%	High	$0	−$21.53M

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