Virtus Equity Trust - Virtus KAR Small-Cap Core Fund(NASDAQMUTFUND) PKSFX

Virtus KAR Small-Cap Core Fund Class I focuses on long-term capital growth by investing primarily in small-cap companies. The fund aims to maintain a risk profile below that of the broader small-cap market while targeting companies with durable competitive strengths.

Products and Services

• Invests at least 80% of total assets in small-cap equity shares
• Targets companies with strong competitive advantages
• Seeks favorable valuations for investment opportunities

Growth Outlook

• Market capitalization stands at approximately $1.88 billion
• Dividend yield of 13.04% reflects strong income potential
• Stock price range over the past year: $48.33 to $59.20

Financial Highlights

• Recent dividend per share of $6.96 indicates robust returns
• Trailing twelve months (TTM) dividend yield of 13.04% showcases income generation
• Beta of 0.879 suggests lower volatility compared to the market

The Virtus KAR Small-Cap Core Fund Class I is designed for investors seeking exposure to small-cap equities with a focus on capital appreciation and income generation. The fund's strategy emphasizes a concentrated portfolio of companies that exhibit strong competitive positions and are available at attractive valuations. The recent financial metrics highlight the fund's commitment to delivering substantial returns through dividends, making it an appealing option for income-focused investors. The relatively low beta indicates that the fund may provide a more stable investment experience compared to the overall market, which can be particularly attractive in uncertain economic conditions.