Virtus KAR Small-Mid Cap Value Fund is a registered fund series of Virtus Equity Trust (series S000072656). Net assets $5.9M as of 2026-03-31.
Showing 15 of 31 holdings by value.
| Holding | Ticker | Value | % of fund |
|---|---|---|---|
| RBC Bearings Inc | — | $320K | 543.92% |
| CACI International Inc. | — | $307K | 521.55% |
| The Toro Company | — | $295K | 502.20% |
| TransUnion | — | $231K | 392.10% |
| Zurn Elkay Water Solutions Corporation | — | $226K | 383.41% |
| Graco Inc | — | $222K | 377.38% |
| W.R. Berkley Corporation | — | $218K | 369.86% |
| Murphy USA Inc. | — | $217K | 368.71% |
| LPL Financial Holdings Inc. | — | $212K | 361.12% |
| BJ Wholesale Club Holdings Inc | — | $211K | 357.94% |
| Henry Jack & Associates Inc. | — | $208K | 353.09% |
| Armstrong World Industries, Inc. | — | $206K | 350.54% |
| Watsco Inc | — | $201K | 341.44% |
| Lamar Advertising Company | — | $196K | 333.16% |
| Landstar System Inc. | — | $190K | 323.54% |
| Report date | Net assets |
|---|---|
| 2026-03-31 | $5.9M |
| 2025-12-31 | $5.3M |
| 2025-09-30 | $5.6M |
| 2025-06-30 | $5.6M |
| 2025-03-31 | $5.9M |
| 2024-12-31 | $6.4M |
| 2024-09-30 | $6.6M |
| 2024-06-28 | $6.1M |