Virtus KAR Small-Mid Cap Core Fund Q3 2025 Commentary (VKSIX)

Mutual Fund Commentaries 59 Follower s Follow 5 Share Save Play ( 5min ) Comments Summary Small-cap performance was supported by growing expectations that the Federal Reserve would cut short-term interest rates. Lower quality and non-earning stocks performed much better in the quarter than their higher quality counterparts. The Virtus KAR Small-Mid Cap Core Fund returned 0.59% (Class I) in the quarter, underperforming the Russell 2500™ Index, which returned 9.00%. Stock selection in the information technology and industrials sectors detracted from performance. During the quarter, we purchased Trimble and UL Solutions for the portfolio. phongphan5922/iStock via Getty Images Market Summary Technology stocks—and artificial intelligence ( AI )-related stocks in particular—continued to dominate headlines throughout the third quarter, providing a strong tailwind for the large-cap growth segment, which advanced 10.51%, as measured by the Russell 1000® Growth Index. Midway This article was written by Mutual Fund Commentaries 59 Follower s Follow Select quarterly mutual fund commentaries.

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