Virtus KAR Small-Mid Cap Growth Fund Class I (VIKSX)

Overview

The fund described is a focused investment fund that primarily targets companies in the medium market capitalization segment for its portfolio. Its main objective is to achieve long-term capital appreciation by investing in what it considers undervalued companies with strong potential for growth. A distinguishing factor of this approach is its attempt to match the less volatile nature of larger cap investments, such as those found in the S&P 500® Index, while still capturing the higher growth potential inherent in medium-sized companies. This strategy suggests a balanced approach, aiming for growth while being mindful of risk.

Products and Services

• Equity Investments in Medium Market Capitalization Companies

  This product focuses on investing a significant portion of its assets, at least 80%, in the equity securities of medium market capitalization companies. The targeted companies are chosen based on their perceived undervaluation relative to their future growth potential. This strategy is informed by a comprehensive analysis conducted by the fund's subadviser, aiming to identify companies that, despite their current market prices, show promise for substantial future growth. These investments seek to tap into the dynamic nature of medium-sized companies, balancing the pursuit of growth with an eye on minimizing volatility.

• Long-term Capital Appreciation Strategy

  The fundamental goal of this fund is to achieve long-term capital appreciation within the medium capitalization sector. This objective is pursued through a selective investment process, focusing on companies that are not only undervalued but also demonstrate strong potential for sustainable growth. The strategy emphasizes the fund's commitment to generating significant returns over the long term, balancing the inherent risks and volatility of medium cap investments with strategic selections aimed at less volatile growth.