Virtus KAR Global Small-Cap Fund

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Virtus KAR Global Small-Cap Fund is a mutual fund that invests primarily in global small-cap stocks, offered by Virtus Investment Trust and managed by Kayne Anderson Rudnick (KAR).

Hartford, Connecticut, United States
virtus.com
Owned by Virtus Investment Partners, Inc.

About Virtus KAR Global Small-Cap Fund

Virtus KAR Global Small-Cap Fund is a diversified mutual fund that seeks long-term capital appreciation by investing mainly in high-quality small-cap companies around the world. The fund is part of Virtus Investment Trust and is distributed by Virtus Investment Partners, with portfolio management provided by Kayne Anderson Rudnick (KAR), a specialist equity manager. The specific share class associated with the ticker symbol AGSTX is Class T shares of this fund, which are generally sold through financial advisors and intermediary platforms.([sec.gov](https://www.sec.gov/Archives/edgar/data/867297/000119312519317448/0001193125-19-317448-index.html?utm_source=openai))

A charge labeled “AGSTX” on a card or investment account statement is likely related to trading or servicing activity in Virtus KAR Global Small-Cap Fund Class T shares—such as an initial purchase, an automatic investment, a reinvested distribution handled as a transaction, or a fee or adjustment associated with holdings in that fund. In some record-keeping systems, the mutual fund ticker is displayed more prominently than the full fund name, which can make the line item look like a cryptic merchant descriptor rather than an investment transaction.

If you’re unsure about an AGSTX charge, start by checking any brokerage, retirement plan, or advisory accounts you hold to see whether you own Virtus KAR Global Small-Cap Fund or have automatic contributions set up. Compare the transaction date and amount to trade confirmations, account statements, or emails from your broker or plan provider. If the charge still seems unfamiliar, contact the financial institution or plan administrator shown on the same statement; ask them to trace the transaction using the ticker “AGSTX” and confirm whether it corresponds to activity in a Virtus mutual fund. You can also contact Virtus customer service via the contact details on virtus.com and reference the fund name and ticker for further clarification.

Bank Statement Variations

1 known variations

These are the raw merchant codes that appear on bank and credit card statements that we've identified as belonging to Virtus KAR Global Small-Cap Fund.

  1. AGSTX

Frequently Asked Questions

Why do I see “AGSTX” as a charge or transaction on my statement?

AGSTX is the ticker symbol for Virtus KAR Global Small-Cap Fund Class T shares. A transaction labeled “AGSTX” typically reflects activity in this mutual fund—such as a purchase, an automatic investment, or another trade-related entry—recorded by your brokerage, retirement plan, or advisory platform rather than a purchase from a traditional retail merchant.

Is the AGSTX transaction a recurring subscription or a one-time charge?

AGSTX transactions are usually tied to investment activity, not subscriptions. They may recur if you have automatic periodic investments or payroll deferrals directed into Virtus KAR Global Small-Cap Fund, but each appears as a separate trade, not as a flat subscription fee. Review your investment or retirement plan settings to see whether you’ve scheduled recurring contributions into this fund.

How can I confirm that the AGSTX transaction is legitimate?

Log in to your brokerage or retirement-plan account and search your holdings and transaction history for Virtus KAR Global Small-Cap Fund or the ticker AGSTX. Match the date and dollar amount on your bank or card statement to the trade confirmation. If you use a financial advisor, they can also verify whether a purchase or exchange into AGSTX was placed on that date.

How do I stop future AGSTX transactions from appearing on my account?

To stop future AGSTX transactions, you’ll need to change or cancel the underlying investment instructions. This may mean turning off automatic contributions into Virtus KAR Global Small-Cap Fund, redirecting payroll deferrals within your retirement plan, or selling existing fund shares. Make these changes through your brokerage or plan portal, or by contacting your advisor or plan administrator—Virtus itself doesn’t control how your bank or employer routes contributions.

Can I get a refund for an AGSTX charge if it was made in error?

Because AGSTX entries represent investment trades, they’re typically governed by brokerage and fund trading rules rather than standard retail refund policies. If you believe a trade was placed in error or without authorization, contact your broker or plan administrator immediately and ask about trade correction or error procedures. They can work directly with the fund’s transfer agent to determine whether any reversal or adjustment is possible.

Why is the descriptor just “AGSTX” instead of the full Virtus fund name?

Many banks and record-keeping systems abbreviate mutual fund transactions using only the fund’s ticker symbol, such as AGSTX, to fit within descriptor character limits. The underlying fund is Virtus KAR Global Small-Cap Fund Class T, but only the ticker may be shown on your statement, which can make the transaction appear unfamiliar if you’re not used to seeing ticker-based descriptors.

How can I contact someone about questions related to AGSTX activity?

Start with the institution that holds the investment—your brokerage firm, 401(k)/403(b) provider, or financial advisor—since they have full access to your account history and trade records. If they need to escalate questions about the fund itself, they can contact Virtus Investment Partners using the phone numbers or contact forms listed on virtus.com and reference Virtus KAR Global Small-Cap Fund and ticker AGSTX.

Could an AGSTX transaction be fraudulent if I don’t have any investment accounts?

If you truly have no brokerage, retirement, or advisory accounts and no one with authorized access should be investing on your behalf, an unexplained AGSTX transaction could indicate misuse of your payment information. In that case, immediately notify the bank or card issuer on whose statement the charge appears, dispute the transaction, and ask them to investigate and reissue your card or otherwise secure your account.

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