| Fund Inception | 06/28/2006 |
| Name of Issuer | Virtus |
| Fund Advisor(s) | Virtus Investment Advisers, LLC |
| Sub-Advisor(s) | Kayne Anderson Rudnick Investment Management LLC |
Fund Managers for PXQSX
Julie Kutasov
Portfolio Manager since 04/14/2008
Julie Kutasov is a Portfolio Manager and a Senior Research Analyst with primary research responsibilities for the small and mid-capitalization materials, industrials and utilities sector. She began her career in equity research in 2001. Before joining Kayne Anderson Rudnick in 2001, Ms. Kutasov worked at Goldman Sachs in a program focused on investment management for high-net worth individuals and at Arthur Andersen as a Senior Associate leading teams that provided financial-audit and business-advisory services to a variety of clients in service-related industries.
Craig Stone
Portfolio Manager since 02/25/2009
Craig Stone is Chief Investment Officer, Portfolio Manager, Senior Research Analyst and a member of the Executive Management Committee. Mr. Stone’s primary research responsibilities are for the small and mid-capitalization real estate and consumer staples sectors. As Chief Investment Officer, Mr. Stone leads the investment team and oversees the strategic management of the firm’s investment portfolios.
Mr. Stone began his equity research career in 1990. Before joining Kayne Anderson Rudnick in 2000, Mr. Stone was a Portfolio Manager at Doheny Asset Management. He earned a B.S. in International
