Virtus Equity Trust

Virtus Equity Trust (CIK 34273) is an SEC-registered fund company with 15 reporting fund series and $8.5B in net assets as of 2026-03-31.

Registrant

Fund series (15)

SeriesNet assets
Virtus KAR Mid-Cap Core Fund$1.9B
Virtus KAR Small-Cap Core Fund$1.8B
Virtus KAR Small-Mid Cap Core Fund$1.4B
Virtus KAR Small-Cap Growth Fund$825.6M
Virtus KAR Small-Cap Value Fund$601.2M
Virtus KAR Capital Growth Fund$567.5M
Virtus Tactical Allocation Fund$547.7M
Virtus KAR Mid-Cap Growth Fund$435.0M
Virtus KAR Equity Income Fund$162.0M
Virtus SGA Global Growth Fund$152.2M
Virtus KAR Global Quality Dividend Fund$33.1M
Virtus SGA New Leaders Growth Fund$7.2M
Virtus KAR Small-Mid Cap Value Fund$5.9M
Virtus KAR Small-Mid Cap Growth Fund$5.8M
Virtus SGA Emerging Markets Growth Fund$4.6M

Largest reported holdings (across all series)

HoldingValue
Ametek, Inc.$246.7M
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP$224.4M
Teledyne Technologies Inc$223.9M
Monolithic Power Systems Inc.$207.2M
Houlihan Lokey Inc.$174.7M
Ross Stores Inc$168.2M
West Pharmaceutical Services Incorporated$152.5M
Emcor Group Inc$145.5M
Old Dominion Freight Line Inc.$144.8M
Heico Corp$140.6M
Verisk Analytics, Inc.$132.8M
Advanced Drainage System Inc$128.7M
The Cooper Companies, Inc.$127.4M
Pentair PLC$125.1M
MSCI Inc.$120.5M

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