Your funds, side by side
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 Mar 31, 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 | 5.44 % |
| CACI International Inc | 5.22 % |
| Toro Co/The | 5.02 % |
| TransUnion | 3.92 % |
| Zurn Elkay Water Solutions Corp | 3.83 % |
| Graco Inc | 3.77 % |
| W R Berkley Corp | 3.70 % |
| Murphy USA Inc | 3.69 % |
| LPL Financial Holdings Inc | 3.61 % |
| BJ's Wholesale Club Holdings Inc | 3.58 % |
| Jack Henry & Associates Inc | 3.53 % |
| Armstrong World Industries Inc | 3.51 % |
| Watsco Inc | 3.41 % |
| Lamar Advertising Co | 3.33 % |
| Landstar System Inc | 3.24 % |
| HB Fuller Co | 3.22 % |
| Kadant Inc | 3.09 % |
| Prestige Consumer Healthcare Inc | 3.00 % |
| Bank of Hawaii Corp | 2.86 % |
| Gentex Corp | 2.83 % |
| WD-40 Co | 2.81 % |
| Houlihan Lokey Inc | 2.72 % |
| Zebra Technologies Corp | 2.51 % |
| Avery Dennison Corp | 2.48 % |
| Pool Corp | 2.43 % |
| JBT Marel Corp | 2.25 % |
| Thor Industries Inc | 2.20 % |
| Broadridge Financial Solutions Inc | 2.10 % |
| National Beverage Corp | 2.01 % |
| First Financial Bankshares Inc | 1.76 % |
1 funds, 31 lines read.