# Virtus KAR Small-Cap Value Fund

Virtus KAR Small-Cap Value Fund is a registered fund series of Virtus Equity Trust (series S000021181). Net assets $601.2M as of 2026-03-31.

## Profile

- Series ID: S000021181
- Registrant: Virtus Equity Trust
- LEI: 5493006KGNA2FHX40515
- Net assets: $601.2M
- Total assets: $601.9M
- As of: 2026-03-31

## Advisers

- [Kayne Anderson Rudnick Investment Management LLC (Subadvisor)](https://search.stillhousedata.com/firm/104599)
- [Virtus Investment Advisers, Inc. (Advisor)](https://search.stillhousedata.com/firm/106982)

## Top holdings (58 reported)

_Showing 15 of 58 holdings by value._

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [RBC Bearings Inc](https://search.stillhousedata.com/security/75524B104) | RBC | $35.6M | 592.81% |
| [RBC Bearings Inc](https://search.stillhousedata.com/security/75524B104) | — | $35.6M | 592.81% |
| [Construction Partners Inc.](https://search.stillhousedata.com/security/21044C107) | ROAD | $34.2M | 568.96% |
| [Construction Partners Inc.](https://search.stillhousedata.com/security/21044C107) | — | $34.2M | 568.96% |
| [Houlihan Lokey Inc.](https://search.stillhousedata.com/security/441593100) | HLI | $27.9M | 464.76% |
| [Houlihan Lokey Inc.](https://search.stillhousedata.com/security/441593100) | — | $27.9M | 464.76% |
| [Armstrong World Industries, Inc.](https://search.stillhousedata.com/security/04247X102) | — | $27.5M | 457.80% |
| [Armstrong World Industries, Inc.](https://search.stillhousedata.com/security/04247X102) | AWI | $27.5M | 457.80% |
| [Primerica, Inc.](https://search.stillhousedata.com/security/74164M108) | — | $27.2M | 452.45% |
| [Primerica, Inc.](https://search.stillhousedata.com/security/74164M108) | PRI | $27.2M | 452.45% |
| [Watsco Inc](https://search.stillhousedata.com/security/942622200) | WSO | $25.6M | 425.90% |
| [Watsco Inc](https://search.stillhousedata.com/security/942622200) | — | $25.6M | 425.90% |
| [Bank of Hawaii Corp.](https://search.stillhousedata.com/security/062540109) | — | $25.5M | 424.68% |
| [Bank of Hawaii Corp.](https://search.stillhousedata.com/security/062540109) | BOH | $25.5M | 424.68% |
| [Cheesecake Factory Inc](https://search.stillhousedata.com/security/163072101) | — | $23.5M | 391.58% |

## Net asset history

| Report date | Net assets |
| --- | --- |
| 2026-03-31 | $601.2M |
| 2025-12-31 | $635.0M |
| 2025-09-30 | $760.4M |
| 2025-06-30 | $794.1M |
| 2025-03-31 | $781.9M |
| 2024-12-31 | $783.1M |
| 2024-09-30 | $778.8M |
| 2024-06-28 | $725.4M |

## More

- [Registrant: Virtus Equity Trust](https://search.stillhousedata.com/registrant/34273)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000021181.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.