| Virtus KAR Small-Cap Growth I |
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| Release date as of 2024-03-31. Data on page is subject to change. |
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| Fees and Expenses |
Taken from prospectus dated 2023-04-28 |
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| Maximum Fees |
| Administrative |
0.10%
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| Management |
0.85%
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| 12b-1 |
--- |
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| Actual Fees |
| 12b-1 |
--- |
| Management |
0.85%
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| Expense Ratio |
0.87%
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(taken from annual report dated 2023-12-31) |
| Total Annual Operating Expense |
1.03%
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|
Type |
Date |
% |
| ExpenseRatio |
Contractual |
2024-04-30 |
0.14 |
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| Inception Date: 2013-04-30 |
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| Mngr Name |
Todd Beiley |
| Mngr Start Date |
2010-11-05 |
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| Biography |
| Before joining Kayne Anderson Rudnick in 2002, Mr. Beiley worked as an Associate Analyst in equity research at Prudential Securities and before that was an Equity Research Associate at RNC Capital Management. He has approximately 23 years of equity research experience. Mr. Beiley earned a B.S. in Finance from Northern Arizona University and an M.B.A. from the University of Southern California. Mr. Beiley is a Chartered Financial Analyst charterholder. |
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|
| Mngr Name |
Jon K Christensen |
| Mngr Start Date |
2010-11-05 |
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| Biography |
| Jon Christensen, CFA, Portfolio Manager | Mr. Christensen is a Portfolio Manager and a Senior Research Analyst with primary research responsibilities for the small and mid-capitalization health-care sector. Before joining Kayne Anderson Rudnick in 2001, Mr. Christensen was a Portfolio Manager and Senior Research Analyst for Doheny Asset Management and has approximately 18 years of equity research experience. He earned a B.S. in Mathematics/Applied Science from the University of California, Los Angeles, and an M.B.A. from the California State University, Long Beach. Mr. Christensen is a Chartered Financial Analyst charterholder. |
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| Virtus Investment Advisers, Inc. |
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| Kayne Anderson Rudnick Investment Management LLC |
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Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.
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