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Virtus KAR Small-Cap Core Fund | PKSAXMutual Fund | |
| VIRTUS EQUITY TRUST | |
| Last update 2025-06-20 | 26 Stocks (0 new) |
| Value $1.96 Bil | Turnover 4 % |
Virtus KAR Small-Cap Core Fund... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRI | Primerica Inc | 494,287 | 140,639.5 | 0% | 7.190 | 0% | 1.500 | +1.04% | +2.92% | 9,109.9 | Insurance | |
SSD | Simpson Manufacturing Co Inc | 817,497 | 128,412.4 | 0% | 6.570 | 0% | 1.950 | +12.60% | -1.11% | 6,847.3 | Forest Products | |
CRVL | CorVel Corp | 1,115,040 | 124,851.0 | 0% | 6.380 | 0% | 2.170 | -7.44% | -7.56% | 5,290.7 | Insurance | |
TTC | The Toro Co | 1,397,589 | 101,674.6 | +8.54% | 5.200 | +0.41% | 1.420 | +10.68% | -5.94% | 7,356.0 | Industrial Products | |
FCN | FTI Consulting Inc | 609,294 | 99,973.0 | 0% | 5.110 | 0% | 1.780 | +2.14% | -13.73% | 5,653.6 | Business Services | |
WTS | Watts Water Technologies Inc | 444,500 | 90,642.4 | -3.47% | 4.640 | -0.16% | 1.330 | +30.90% | +26.10% | 8,520.4 | Industrial Products | |
EME | EMCOR Group Inc | 241,407 | 89,231.3 | 0% | 4.560 | 0% | 0.540 | +54.45% | +20.70% | 24,492.5 | Construction | |
GOLF | Acushnet Holdings Corp | 1,294,401 | 88,873.6 | -5.48% | 4.540 | -0.26% | 2.200 | +27.98% | +7.65% | 4,466.2 | Travel & Leisure | |
LSTR | Landstar System Inc | 581,532 | 87,346.1 | +8.35% | 4.470 | +0.34% | 1.660 | +5.53% | -13.67% | 5,097.9 | Transportation | |
LSE:RMV | Rightmove PLC | 9,575,590 | 85,252.9 | 0% | 4.360 | 0% | 1.240 | +18.25% | +21.60% | 5,972.6 | Interactive Media |
Virtus KAR Small-Cap Core Fund's Historical Top Holdings Breakdowns
Virtus KAR Small-Cap Core Fund's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AZPN Unlock Delisted | Aspen Technology Inc | 2025-03-31 | Sold Out Sold Out | -2.13% | 249.06 ($260.82) 274.8 | $264.33 | 1.35% | Sold Out | 0 | -175,712 | |
JKHY | Jack Henry & Associates Inc | 2025-03-31 | Add Add | +1.34% | 166.47 ($174.54) 191.28 | $181.32 | 3.88% | Add 82.73% | 317,223 | 143,623 | |
DCI | Donaldson Co Inc | 2025-03-31 | Add Add | +0.94% | 66.51 ($69.18) 72.28 | $71.26 | 3.01% | Add 74.66% | 637,338 | 272,438 | |
RLI | RLI Corp | 2025-03-31 | Add Add | +0.77% | 71.75 ($76.09) 81.61 | $71.70 | -5.77% | Add 29.6% | 825,588 | 188,582 | |
UFPI | UFP Industries Inc | 2025-03-31 | Add Add | +0.51% | 103.91 ($111.58) 118.67 | $105.76 | -5.22% | Add 14.88% | 723,745 | 93,727 | |
TTC | The Toro Co | 2025-03-31 | Add Add | +0.41% | 71.86 ($79.05) 87.28 | $74.54 | -5.71% | Add 8.54% | 1,397,589 | 110,000 | |
LSTR | Landstar System Inc | 2025-03-31 | Add Add | +0.34% | 146.63 ($161.16) 177.82 | $145.88 | -9.48% | Add 8.35% | 581,532 | 44,823 | |
GOLF | Acushnet Holdings Corp | 2025-03-31 | Reduce Reduce | -0.26% | 63.83 ($67.87) 75.78 | $76.00 | 11.98% | Reduce -5.48% | 1,294,401 | -75,000 | |
KAI | Kadant Inc | 2025-03-31 | Reduce Reduce | -0.18% | 335.28 ($363.26) 398.39 | $329.87 | -9.19% | Reduce -4.29% | 245,690 | -11,000 | |
RBC | RBC Bearings Inc | 2025-03-31 | Reduce Reduce | -0.16% | 294.36 ($337.27) 370.84 | $388.59 | 15.22% | Reduce -4.31% | 244,437 | -11,000 |
Virtus KAR Small-Cap Core Fund Total Holding History ($B)
Virtus KAR Small-Cap Core Fund's Asset Allocation
Virtus KAR Small-Cap Core Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Virtus KAR Small-Cap Core Fund's Hypothetical Growth since 2025-03-31
Virtus KAR Small-Cap Core Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Virtus KAR Small-Cap Core Fund's Holdings Heat Map
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Virtus KAR Small-Cap Core Fund's Holdings Bubble Chart
Virtus KAR Small-Cap Core Fund News
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