Press Release

Barron's Best Fund Families 2023

May 28, 2024
Todd Beiley

Barron's Magazine

Head of Research Todd Beiley discussed with Debbie Carlson of Barron’s how Kayne Anderson Rudnick generated strong returns amidst a volatile 2023. Todd highlights the Virtus KAR Small Cap Growth Fund and how there’s a strong emphasis on fundamental research as KAR looks for quality companies. For more, read the full Barron’s article here:



Barron’s fund rankings are measured by each funds’ performance against all other funds in its LSEG Lipper category, with a percentile ranking of 100 being the highest and 1 the lowest. The result is then weighted by asset size, relative to the fund family’s other assets in its general classification. If a family’s biggest funds do well, that performance boosts the overall ranking, while poor performance in the biggest funds will hurt a firm’s ranking. To be included in the ranking a firm must have at least three funds in the general equity category, one world equity, one mixed equity (such as a balanced or target-date fund), two taxable bond funds, and one national tax-exempt bond fund. For additional information regarding Barron’s ranking methodology please refer to the end of the article reprint located here.


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This information is being provided by Kayne Anderson Rudnick Investment Management, LLC (“KAR”) for illustrative purposes only. Information in this article is not intended by KAR to be interpreted as investment advice, a recommendation or solicitation to purchase securities, or a recommendation of a particular course of action and has not been updated since the date listed on the correspondence, and KAR does not undertake to update the information presented. This information is based on KAR’s opinions at the time of publication of this material and are subject to change based on market activity. There is no guarantee that any forecasts made will come to pass. KAR makes no warranty as to the accuracy or reliability of the information contained herein.
Past performance is no guarantee of future results.