VK

Virtus KAR Small-Cap Core Fund | PKSAX

Mutual Fund
VIRTUS EQUITY TRUST
Last update 2025-02-28 27 Stocks (0 new)
Value $2.06 Bil Turnover 3 %
Countries:
Top Holdings: SSD(6.59%)PRI(6.52%)CRVL(6.03%)FCN(5.66%)EME(5.32%)
Summary Stock Picks Current Portfolio
Virtus KAR Small-Cap Core Fund... Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SSD 		Simpson Manufacturing Co Inc
817,497
135,565.5
0%
6.590
0%
1.940
-6.84%
-7.48%
6,417.5
Forest Products
PRI 		Primerica Inc
494,287
134,159.4
0%
6.520
0%
1.480
-7.12%
-0.39%
8,817.1
Insurance
CRVL 		CorVel Corp
1,115,040
124,059.4
0%
6.030
0%
2.170
+0.15%
-0.74%
5,671.2
Insurance
FCN 		FTI Consulting Inc
609,294
116,454.4
0%
5.660
0%
1.700
-2.07%
-15.15%
5,560.7
Business Services
EME 		EMCOR Group Inc
241,407
109,574.6
-53.22%
5.320
-5.50%
0.530
+14.80%
+3.48%
20,997.8
Construction
TTC 		The Toro Co
1,287,589
103,135.9
+40.85%
5.010
+1.45%
1.280
-5.62%
-5.49%
7,517.4
Industrial Products
GOLF 		Acushnet Holdings Corp
1,369,401
97,337.0
0%
4.730
0%
2.290
+6.62%
-3.55%
4,014.9
Travel & Leisure
WTS 		Watts Water Technologies Inc
460,500
93,619.6
+16.71%
4.550
+0.65%
1.380
+12.38%
+18.86%
8,048.5
Industrial Products
MC 		Moelis & Co
1,249,917
92,343.9
0%
4.490
0%
1.770
-18.17%
-21.08%
4,237.5
Capital Markets
LSTR 		Landstar System Inc
536,709
92,238.8
+27.60%
4.480
+0.97%
1.520
-13.78%
-19.21%
4,784.5
Transportation

Virtus KAR Small-Cap Core Fund's Historical Top Holdings Breakdowns

Virtus KAR Small-Cap Core Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
EME 		EMCOR Group Inc2024-12-31Reduce
-5.50%
●
428.58 ($473.83) 526.95
$469.14
-0.99%
Reduce -53.22%
241,407
-274,650
TTC 		The Toro Co2024-12-31Add
+1.45%
●
80.1 ($83.81) 88.44
$75.31
-10.14%
Add 40.85%
1,287,589
373,420
LSTR 		Landstar System Inc2024-12-31Add
+0.97%
●
171.86 ($182.79) 192.81
$136.91
-25.10%
Add 27.6%
536,709
116,100
WTS 		Watts Water Technologies Inc2024-12-31Add
+0.65%
●
190.59 ($207.75) 221.46
$241.15
16.08%
Add 16.71%
460,500
65,926
ATRI Unlock Delisted Atrion Corp2024-09-30Sold Out
-1.15%
●
452.12 ($457.61) 459.92
$459.92
0.50%
Sold Out
0
-48,880
UFPI 		UFP Industries Inc2024-09-30Add
+0.09%
●
107.65 ($120.76) 135.34
$97.41
-19.34%
Add 2.44%
630,018
15,000
TTC 		The Toro Co2024-09-30Add
+0.09%
●
81.82 ($89.91) 99.44
$75.31
-16.24%
Add 2.47%
914,169
22,000
JKHY 		Jack Henry & Associates Inc2024-09-30Add
+0.08%
●
160.87 ($169.22) 177.06
$182.10
7.61%
Add 6.11%
173,600
10,000
MANH 		Manhattan Associates Inc2024-09-30Add
+0.07%
●
218.59 ($254.41) 286
$188.28
-25.99%
Add 2.05%
248,386
5,000
GGG 		Graco Inc2024-09-30Add
+0.07%
●
77.82 ($82) 87.64
$83.88
2.29%
Add 2.03%
905,110
18,000

Virtus KAR Small-Cap Core Fund Total Holding History ($B)

To

Virtus KAR Small-Cap Core Fund's Asset Allocation

To

Virtus KAR Small-Cap Core Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Virtus KAR Small-Cap Core Fund's Hypothetical Growth since 2024-12-31

Virtus KAR Small-Cap Core Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Virtus KAR Small-Cap Core Fund's Holdings Heat Map

Size field:

Virtus KAR Small-Cap Core Fund's Holdings Bubble Chart

Virtus KAR Small-Cap Core Fund News

  • 1

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