Your funds, side by side
These are the lines these funds hold in common, and the companies you own through them. Weights are the ones each document states, with no currency conversion.
- Virtus KAR Small-Mid Cap Value Fund Virtus Equity Trust · 31 lines · as of Jun 30, 2026 · 100.0 %
Add a second fund to see what the two hold in common.
The companies you hold through them
A company's weight in the portfolio is its weight inside each fund, times that fund's share of the portfolio. With no amounts given, the funds weigh the same.
| Holding | Virtus KAR Small-Mid Cap Value Fund |
|---|---|
| RBC BEARINGS INC | 4.97 % |
| Toro Co/The | 4.88 % |
| CACI International Inc | 4.31 % |
| Jack Henry & Associates Inc | 4.27 % |
| ZURN ELKAY WATER SOLUTIONS CORP | 4.02 % |
| TransUnion | 3.96 % |
| Lamar Advertising Co | 3.87 % |
| MURPHY USA INC | 3.81 % |
| W R Berkley Corp | 3.76 % |
| Watsco Inc | 3.72 % |
| Avery Dennison Corp | 3.46 % |
| LPL Financial Holdings Inc | 3.28 % |
| Graco Inc | 3.27 % |
| Armstrong World Industries Inc | 3.22 % |
| Kadant Inc | 3.22 % |
| Gentex Corp | 3.18 % |
| Bank of Hawaii Corp | 3.04 % |
| BJ's Wholesale Club Holdings Inc | 3.01 % |
| Zebra Technologies Corp | 3.00 % |
| Landstar System Inc | 2.98 % |
| WD-40 Co | 2.97 % |
| HB Fuller Co | 2.95 % |
| JBT Marel Corp | 2.47 % |
| Houlihan Lokey Inc | 2.46 % |
| Pool Corp | 2.41 % |
| Prestige Consumer Healthcare Inc | 2.27 % |
| Trimble Inc | 2.02 % |
| First Financial Bankshares Inc | 2.00 % |
| Align Technology Inc | 1.98 % |
| CorVel Corp | 1.88 % |
Titelia read 31 lines in these 1 funds.