| Virtus KAR Small-Cap Growth I |
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| Release date as of 2024-10-31. Data on page is subject to change. |
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| Fees and Expenses |
Taken from prospectus dated 2024-04-29 |
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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 |
0.89%
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(taken from annual report dated 2024-06-30) |
| Total Annual Operating Expense |
1.01%
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Type |
Date |
% |
| ExpenseRatio |
Contractual |
2025-04-30 |
0.12 |
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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 |
| Todd Beiley, CFA is Head of Research, Portfolio Manager, and Senior Research Analyst with primary research responsibilities for the small and mid-capitalization financials (insurance industry) & information technology sectors. As Head of Research, Mr. Beiley leads our research process and oversees the firm’s team of equity research analysts.
Mr. Beiley began his equity research career in 1999. Before joining Kayne Anderson Rudnick in 2002, he worked as an Associate Analyst in equity research at Prudential Securities and before that was an Equity Research Associate at RNC Capital Management. Mr. Beiley earned a B.S. in Finance from Northern Arizona University and an MBA from the University of Southern California. Mr. Beiley is a CFA charterholder. |
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| Mngr Name |
Jon K Christensen |
| Mngr Start Date |
2010-11-05 |
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| Biography |
| Jon K. Christensen, CFA is a Portfolio Manager and a Senior Research Analyst with primary research responsibilities for the small and mid-capitalization health-care and industrials sector. He began his equity research career in 1995. Before joining Kayne Anderson Rudnick in 2001, Mr. Christensen was a Portfolio Manager and Senior Research Analyst for Doheny Asset Management. He earned a B.S. in Mathematics/Applied Science from the University of California, Los Angeles, and an MBA from the California State University, Long Beach. Mr. Christensen is a CFA 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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