Virtus KAR Small-Cap Growth Fund Q1 2026 Commentary
Mutual Fund Commentaries·2026-05-01·via All Articles on Seeking Alpha
Summary
The Virtus KAR Small-Cap Growth Fund returned -9.88% (Class I) in the quarter, underperforming the Russell 2000® Growth Index, which returned -2.81%.
During the first quarter of 2026, market leadership shifted as small-cap stocks outperformed large caps amid a rotation away from crowded trades by investors.
During the quarter, we purchased BBB Foods, GigaCloud Technology, and IRadimed. We sold OneStream and Rightmove.
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Market Summary
During the first quarter of 2026, market leadership shifted as small-cap stocks outperformed large caps amid a rotation away from crowded trades by investors. The Russell 2000® small-cap benchmark surpassed the broader market, as measured by