# 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

- Series ID: S000061485
- Registrant: Virtus Equity Trust
- LEI: 549300PCYWUCTLW37P50
- Net assets: $1.4B
- Total assets: $1.4B
- 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 (31 reported)

_Showing 15 of 31 holdings by value._

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [Interactive Brokers Group Inc](https://search.stillhousedata.com/security/45841N107) | — | $94.8M | 662.06% |
| [W.R. Berkley Corporation](https://search.stillhousedata.com/security/084423102) | — | $70.4M | 491.46% |
| [Teledyne Technologies Inc](https://search.stillhousedata.com/security/879360105) | — | $67.8M | 473.39% |
| [Zurn Elkay Water Solutions Corporation](https://search.stillhousedata.com/security/98983L108) | — | $66.4M | 463.34% |
| [UL Solutions Inc.](https://search.stillhousedata.com/security/903731107) | — | $63.4M | 442.82% |
| Allegion PLC | — | $62.6M | 437.10% |
| [Nordson Corp](https://search.stillhousedata.com/security/655663102) | — | $61.1M | 426.57% |
| [Rollins Inc](https://search.stillhousedata.com/security/775711104) | — | $57.3M | 399.88% |
| [LPL Financial Holdings Inc.](https://search.stillhousedata.com/security/50212V100) | — | $51.3M | 358.29% |
| [Saia Inc](https://search.stillhousedata.com/security/78709Y105) | — | $49.2M | 343.44% |
| [The Cooper Companies, Inc.](https://search.stillhousedata.com/security/216648501) | — | $48.2M | 336.65% |
| [Watsco Inc](https://search.stillhousedata.com/security/942622200) | — | $46.2M | 322.49% |
| [Henry Jack & Associates Inc.](https://search.stillhousedata.com/security/426281101) | — | $44.6M | 311.43% |
| [BRIGHT HORIZONS FAMILY SOLUTIONS LLC](https://search.stillhousedata.com/security/109194100) | — | $44.2M | 308.83% |
| [BJ Wholesale Club Holdings Inc](https://search.stillhousedata.com/security/05550J101) | — | $44.0M | 307.08% |

## Net asset history

| Report date | Net 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 |

## More

- [Registrant: Virtus Equity Trust](https://search.stillhousedata.com/registrant/34273)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000061485.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.