VLSIX : Virtus KAR Long/Short Equity Fund Class I

VLSIX is a Alternatives Market Short with HIGH fees.

VLSIX

Virtus KAR Long/Short Equity Fund Class I

FI Score

32 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

6 /10

Category Score

0 /10

Market Size

6 /10

32% FI Score
  • vlsix
  • Mutual Fund
  • Alternatives
  • Short

Virtus KAR Long/Short Equity Fund Class I

Expenses: 2.04% (Better than 0% of similar funds)

This is a bad choice for a Short Alternatives fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation. Normally, the fund invests at least 80% of its assets in equity securities and equity-related instruments, in long and short positions of U.S.-listed equity securities of any capitalization. Its investments may include securities of U.S. and foreign issuers, including securities of issuers in emerging market countries and securities denominated in a currency other than the U.S. dollar. The fund may invest in derivative instruments, such as options or futures, as an alternative method to take a short position consistent with the fund's investment strategy described herein. It is non-diversified.

Largest Holdings

Amount Holding
4.79% Alphabet Inc Class C
4.76% Primerica Inc
4.09% Lamb Weston Holdings Inc
3.39% Visa Inc Class A
3.22% Auto Trader Group PLC
3.01% The Scotts Miracle Gro Co A
2.98% CDW Corp
2.98% Zoetis Inc Class A
2.97% CoreLogic Inc
2.95% Pool Corp
2.94% Moody's Corporation
2.93% SEI Investments Co
2.92% TransUnion
2.89% Lamar Advertising Co Class A
2.85% Verisk Analytics Inc
2.83% DocuSign Inc
2.83% The Home Depot Inc
2.80% Mettler-Toledo International Inc
2.53% Thor Industries Inc
2.47% WR Berkley Corp
2.45% Monster Beverage Corp
2.43% Lennox International Inc
2.33% The Trade Desk Inc A
2.23% Old Dominion Freight Lines Inc
2.21% Intuit Inc

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