# Virtus KAR Small-Mid Cap Value Fund

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.

## Profile

- Series ID: S000072656
- Registrant: Virtus Equity Trust
- LEI: 5493004RG2JWDMIBBB46
- Net assets: $5.9M
- Total assets: $5.9M
- 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 (31 reported)

_Showing 15 of 31 holdings by value._

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [RBC Bearings Inc](https://search.stillhousedata.com/security/75524B104) | — | $320K | 543.92% |
| [CACI International Inc.](https://search.stillhousedata.com/security/127190304) | — | $307K | 521.55% |
| [The Toro Company](https://search.stillhousedata.com/security/891092108) | — | $295K | 502.20% |
| [TransUnion](https://search.stillhousedata.com/security/89400J107) | — | $231K | 392.10% |
| [Zurn Elkay Water Solutions Corporation](https://search.stillhousedata.com/security/98983L108) | — | $226K | 383.41% |
| [Graco Inc](https://search.stillhousedata.com/security/384109104) | — | $222K | 377.38% |
| [W.R. Berkley Corporation](https://search.stillhousedata.com/security/084423102) | — | $218K | 369.86% |
| [Murphy USA Inc.](https://search.stillhousedata.com/security/626755102) | — | $217K | 368.71% |
| [LPL Financial Holdings Inc.](https://search.stillhousedata.com/security/50212V100) | — | $212K | 361.12% |
| [BJ Wholesale Club Holdings Inc](https://search.stillhousedata.com/security/05550J101) | — | $211K | 357.94% |
| [Henry Jack & Associates Inc.](https://search.stillhousedata.com/security/426281101) | — | $208K | 353.09% |
| [Armstrong World Industries, Inc.](https://search.stillhousedata.com/security/04247X102) | — | $206K | 350.54% |
| [Watsco Inc](https://search.stillhousedata.com/security/942622200) | — | $201K | 341.44% |
| [Lamar Advertising Company](https://search.stillhousedata.com/security/512816109) | — | $196K | 333.16% |
| [Landstar System Inc.](https://search.stillhousedata.com/security/515098101) | — | $190K | 323.54% |

## Net asset history

| 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 |

## More

- [Registrant: Virtus Equity Trust](https://search.stillhousedata.com/registrant/34273)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000072656.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

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.