Virtus KAR Small-Cap Core Fund (VSCRX) Fund Overview

Virtus KAR Small-Cap Core Fund (VSCRX) Financial Services Profile

Virtus KAR Small-Cap Core Fund (VSCRX) seeks long-term capital appreciation by investing in undervalued small-cap companies with sustainable competitive advantages. The fund aims to outperform the small-cap market while managing risk, operating within the financial services sector as an asset management specialist.

What Is the Investment Thesis for VSCRX?

Virtus KAR Small-Cap Core Fund (VSCRX), with a market cap of $1.95 billion and a beta of 1.11, presents a focused investment in the small-cap equity space. The fund's strategy of targeting companies with sustainable competitive advantages aims to provide downside protection during market volatility. A key value driver is the fund's ability to identify and invest in undervalued small-cap companies with long-term growth potential. The absence of a dividend yield reflects a focus on capital appreciation rather than income generation. An ongoing catalyst is the potential for small-cap stocks to outperform during economic recovery. A potential risk is the fund's exposure to market fluctuations, given its concentration in small-cap equities.

Based on FMP financials and quantitative analysis

VSCRX Key Highlights

The fund invests at least 80% of its assets in small market capitalization companies.

• VSCRX aims to achieve long-term capital appreciation.
• The fund seeks to incur less risk than the overall small capitalization market.
• The investment strategy focuses on companies with sustainable competitive advantages.
• The fund's market capitalization is $1.95 billion.

Who Are VSCRX's Competitors?

VSCRX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.

AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance

What Are VSCRX's Key Strengths?

Focus on sustainable competitive advantages.

• Experienced subadviser.
• Established track record.
• Seeks to mitigate risk relative to the small-cap market.

What Are VSCRX's Weaknesses?

Reliance on subadviser's expertise.

• Potential for underperformance relative to benchmark.
• Sensitivity to small-cap market volatility.
• No dividend yield may deter some investors.

What Are the Key Risks for VSCRX?

Market fluctuations impacting small-cap equities.

• Underperformance relative to benchmark.
• Reliance on subadviser's expertise.
• Economic downturn impacting small-cap companies.
• Increased competition from passive investment strategies.

What Are VSCRX's Competitive Advantages?

• Established track record in small-cap investing.
• Experienced subadviser with expertise in identifying undervalued companies.
• Focus on sustainable competitive advantages for portfolio companies.

What Does VSCRX Do?

Virtus KAR Small-Cap Core Fund (VSCRX) is a financial services company focused on asset management. The fund's strategy centers on investing in small market capitalization companies. Founded with the goal of providing investors access to the growth potential of small-cap stocks while mitigating risk, VSCRX has evolved to focus on companies with sustainable competitive advantages. The fund operates under the principle of identifying undervalued opportunities within the small-cap universe, targeting businesses that the subadviser believes possess enduring competitive strengths. VSCRX invests at least 80% of its assets in the common stocks of small-cap companies. The fund's investment approach emphasizes a select group of companies deemed to have attractive valuations. The fund is managed with the objective of achieving long-term capital appreciation, seeking to provide returns that exceed the small-cap market average while maintaining a lower risk profile. The fund's investment decisions are guided by the subadviser's assessment of a company's competitive advantages and its valuation relative to its peers. The fund is based in Greenfield, US.

What Products and Services Does VSCRX Offer?

• Invests primarily in common stocks of small market capitalization companies.
• Seeks long-term capital appreciation.
• Aims to incur less risk than the small capitalization market.
• Focuses on companies with sustainable competitive advantages.
• Invests in companies believed to be attractively valued.
• Manages a diversified portfolio of small-cap stocks.

How Does VSCRX Make Money?

• Generates revenue through management fees charged on assets under management (AUM).
• AUM is driven by investment performance and net investor inflows.
• Investment decisions are guided by a subadviser's expertise in small-cap investing.

What Industry Does VSCRX Operate In?

Virtus KAR Small-Cap Core Fund operates within the asset management industry, a segment of the broader financial services sector. The industry is characterized by intense competition, with numerous firms offering a variety of investment products and strategies. Market trends include the increasing popularity of passive investing, the growing demand for ESG-focused funds, and the ongoing pressure on fees. VSCRX differentiates itself by focusing on a select group of small-cap companies with sustainable competitive advantages. Competitors include ACINX, AUEIX, EAPCX, FCVSX, and HSVRX.

Who Are VSCRX's Key Customers?

• Individual investors seeking exposure to small-cap equities.
• Institutional investors looking for diversified investment strategies.
• Financial advisors seeking investment solutions for their clients.

VSCRX Financials

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Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

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