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Virtus Equity Trust Virtus Kar Small Cap Growth Fund A: (MF: PSGAX)

(NASDAQ Mutual Funds) As of Feb 16, 2019 08:15 PM ET

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$33.28 USD

+0.27 (0.82%)

Zacks MF Rank 1-Strong Buy 1        

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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Latest Performance as of Jan 31, 2019

Total Return %* Percentile Rank Objective
YTD 7.51 97
3 months 5.45 1
6 months -2.83 6
1 Year 9.13 3
3 Year 28.27 1
5 Year 17.59 1
10 Year 20.43 1

* Annual for three years and beyond.

Zacks Premium Research for PSGAX

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Zacks MF Rank Strong Buy 1
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Portfolio Statistics

%Unrealized Gain YTD 17.44
% Yield 0.00
% SEC Yield
Net Assets (Mil $) 1/31/2019 684.04
%Turnover 1/31/2019 13.00

Risk

3 Year 5 Year 10 Year
Beta 0.90 0.95 0.95
Alpha 14.24 6.95 5.87
R Squared 0.64 0.58 0.67
Std. Dev. 12.64 14.11 15.58
Sharpe 2.20 1.27 1.00

Sector / Country Weightings

As of 1/31/2019 % of Portfolio
Technology 35.30
Other 22.85
Retail Trade 11.94
Finance 9.92
Industrial Cyclical 7.17
Consumer Durables 4.90
Services 4.20
Non-Durable 3.42
Health 0.30

Portfolio Holdings

Top Equity Holdings
(As of 9/30/2018)
% of Portfolio Value (Mil$)
NA 14.18 751.97
AUTOHOME INC 9.56 507.13
AUTO TRADER GROUP PLC 5.87 311.22
FOX FACTORY HOLDING CORPO 4.90 260.09
OLD DOMINION FREIGHT LINE 4.64 246.00
RIGHTMOVE PLC 4.43 234.73
ASPEN TECHNOLOGY INC 4.35 230.90
HEICO CORP CL A 4.18 221.93
INTERACTIVE BROKERS GROUP 3.91 207.61

Stock Holding % of Net Assets

As Of 9/30/2018
Total Issues 29
Avg. P/E 32.00
Avg. P/Book 3.24
Avg. EPS Growth 28.09
Avg. Market Value (Mil $) 6,328

Allocation

% of Portfolio
Large Growth 13.78
Large Value 0.00
Small Growth 25.99
Small Value 0.00
Foreign Stock 6.20
Emerging Market 17.48
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 26.09