Virtus KAR Small-Cap Core Fund Q1 2026 Commentary

AI Briefing

• – Virtus KAR Small-Cap Core Fund beat the Russell 2000 in Q1 2026 amid a rotation to value and small-cap stocks.
• – The fund's performance reflects a shift in market sentiment towards more traditional growth stocks and away from growth at a premium.
• – The fund's strategy, which focuses on investing in undervalued small-cap companies, is gaining traction in a market where value investing is becoming increasingly popular.