We’re honored to announce that the Virtus KAR Small-Cap Core Fund has been recognized as a recipient of the 2025 LSEG Lipper Fund Award. This recognition reflects the outstanding contributions and expertise of our portfolio managers, Todd Beiley, CFA and Jon Christensen, CFA. The fund’s performance through November 30, 2024, over a three-year period, has been acknowledged in the Small Cap Growth Funds category. For more details, read the full press release here:
From LSEG Lipper Fund Award © 2025 LSEG. All rights reserved. Used under license. Awarded on March 13, 2025 for performance through November 30, 2024. Certain compensation was paid for the use of the logo.
The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60, and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award. For more information, see lipperfundawards.com. Although LSEG Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by LSEG Lipper.
