Virtus KAR Small-Mid Cap Value Fund — new fund registration

VIRTUS EQUITY TRUST registered 1 new fund series on Form 485APOS, filed 2021-05-19. Featured series: Virtus KAR Small-Mid Cap Value Fund.

Registration

• Registrant / trust: VIRTUS EQUITY TRUST
• CIK: 0000034273
• Form: 485APOS
• Filed: 2021-05-19
• State of incorporation: DE
• Accession: 0001104659-21-069200
• Reported net assets: $5.9M

Series & classes (4)

Fees (from the effective prospectus)

• 12b-1 fee: 0.00%
• Gross expense ratio: 2.29%
• Management fee: 0.65%
• Net expense ratio: 0.82%
• Other expenses: 1.64%

Investment objective

The fund seeks an investment objective of long-term capital appreciation.

Advisers

• Virtus Investment Advisers, Inc. (Advisor)
• Kayne Anderson Rudnick Investment Management LLC (Subadvisor)

Other filings by this registrant (14)

• 485APOS — 2020-09-23 (4 new series)
• 485APOS — 2020-08-31 (4 new series)
• 485APOS — 2020-07-02
• 485APOS — 2019-03-29 (4 new series)
• 485APOS — 2018-11-16 (4 new series)
• 485APOS — 2017-12-21 (5 new series)
• 485APOS — 2014-09-12
• 485APOS — 2009-04-08 (6 new series)
• 485APOS — 2007-12-19 (45 new series)
• 485APOS — 2005-07-22
• 485APOS — 2005-06-06
• 485APOS — 2005-05-06

More

• Registrant profile: VIRTUS EQUITY TRUST
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