VSCRX – Fund Analysis – Virtus KAR Small-Cap Core R6 | Morningstar

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Will VSCRX outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VSCRX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the VSCRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of VSCRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A high-quality small-cap option.

Analyst Tony Thorn

Tony Thorn

Analyst

Summary

Two skilled managers and a consistent, quality-oriented process make Virtus KAR Small-Cap Core a great option.

by Tony Thorn

Rated on Sep 16, 2024 Published on Sep 16, 2024

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