Virtus KAR Small-Mid Cap Core Fund

Virtus KAR Small-Mid Cap Core Fund is a registered fund series of Virtus Equity Trust (series S000061485). Net assets $1.4B as of 2026-03-31.

Profile

Advisers

Top holdings (31 reported)

Showing 15 of 31 holdings by value.

HoldingTickerValue% of fund
Interactive Brokers Group Inc$94.8M662.06%
W.R. Berkley Corporation$70.4M491.46%
Teledyne Technologies Inc$67.8M473.39%
Zurn Elkay Water Solutions Corporation$66.4M463.34%
UL Solutions Inc.$63.4M442.82%
Allegion PLC$62.6M437.10%
Nordson Corp$61.1M426.57%
Rollins Inc$57.3M399.88%
LPL Financial Holdings Inc.$51.3M358.29%
Saia Inc$49.2M343.44%
The Cooper Companies, Inc.$48.2M336.65%
Watsco Inc$46.2M322.49%
Henry Jack & Associates Inc.$44.6M311.43%
BRIGHT HORIZONS FAMILY SOLUTIONS LLC$44.2M308.83%
BJ Wholesale Club Holdings Inc$44.0M307.08%

Net asset history

Report dateNet assets
2026-03-31$1.4B
2025-12-31$1.7B
2025-09-30$2.1B
2025-06-30$2.2B
2025-03-31$2.1B
2024-12-31$2.2B
2024-09-30$2.2B
2024-06-28$1.9B

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