# Portfolio overlap — RGSCX vs BOSOX

Comparing **Virtus KAR Global Small-Cap Fund** (2026-03-31) and **Boston Trust Walden Small Cap Fund** (2026-03-31).

- Shared positions: 4
- Virtus KAR Global Small-Cap Fund covered by Boston Trust Walden Small Cap Fund: 0.07434540909788052475349687645
- Boston Trust Walden Small Cap Fund covered by Virtus KAR Global Small-Cap Fund: 0.07434540909788052475349687645

## Virtus KAR Global Small-Cap Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| PRIMERICA INC | 0.071463 |  |
| CAIXA SEGURIDADE | 0.053146 |  |
| Corporacion Moctezuma S.A.B. de C.V. | 0.052263 |  |
| TORO CO | 0.045417 | ✓ |
| FTI CONSULTING INC | 0.043867 |  |
| HAW PAR CORP LTD | 0.043692 |  |
| FINECOBANK SPA | 0.041580 |  |
| LANDSTAR SYSTEM INC | 0.039588 | ✓ |
| AJ BELL PLC | 0.039367 |  |
| EPIROC AB-B | 0.037822 |  |
| SIMPSON MFG | 0.037251 |  |
| ENERPAC TOOL GROUP CORP CL A | 0.036219 |  |
| ALLIANCE LAUNDRY HOLDINGS INC | 0.035414 |  |
| WATTS WATER TECH INC CL A | 0.034537 | ✓ |
| TEGMA GESTAO LOGISTICA SA | 0.034230 |  |
| RYAN SPECIALTY HOLDINGS INC | 0.033625 |  |
| INSTALLED BUILDING PRODUCTS INC | 0.032543 | ✓ |
| HAITIAN INTL | 0.030435 |  |
| KINSALE CAPITAL GROUP INC | 0.030426 |  |
| TRIUMPH FINANCIAL INC | 0.028980 |  |
| AS ONE CORP | 0.028876 |  |
| LECTRA | 0.024509 |  |
| INTEGRAFIN HOLDINGS PLC | 0.023941 |  |
| RIKEN KEIKI | 0.020830 |  |
| NCINO INC | 0.020623 |  |
| BOUVET ASA | 0.020474 |  |
| ALTEN | 0.017059 |  |
| FRP Advisory Group PLC | 0.016720 |  |
| STEADFAST GROUP | 0.015248 |  |
| JAPAN ELEVATOR S | 0.009854 |  |

## Boston Trust Walden Small Cap Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| LITTELFUSE INC | 0.028929 |  |
| CULLEN FROST BANKERS INC | 0.025233 |  |
| WATTS WATER TECH INC CL A | 0.023901 | ✓ |
| PLEXUS CORP | 0.023423 |  |
| APPLIED INDU TEC | 0.022900 |  |
| APTARGROUP INC | 0.022253 |  |
| ONE GAS INC | 0.021842 |  |
| CACTUS INC CL A | 0.021169 |  |
| INSTALLED BUILDING PRODUCTS INC | 0.020811 | ✓ |
| STAG INDUSTRIAL INC CL A | 0.019628 |  |
| A10 NETWORKS INC | 0.019560 |  |
| COMMERCE BCSHS | 0.018419 |  |
| MSC INDUSTRIAL DIRECT CO CL A | 0.017559 |  |
| INTL BANCSHARES | 0.017447 |  |
| HALOZYME THERAPEUTICS INC | 0.017445 |  |
| DONALDSON CO INC | 0.017128 |  |
| GLOBUS MEDICAL INC | 0.016975 |  |
| LANDSTAR SYSTEM INC | 0.016771 | ✓ |
| ATMUS FILTRATION TECHNOLOGIES INC | 0.016700 |  |
| UFP TECHNOLOGIES INC | 0.016621 |  |
| CHOICE HOTELS INTL INC | 0.016501 |  |
| CHESAPEAKE UTILITIES CORP | 0.016371 |  |
| IDACORP INC | 0.016307 |  |
| BADGER METER INC | 0.016300 |  |
| JAZZ PHARMACEUTI | 0.016211 |  |
| CAVCO INDUSTRIES INC | 0.015865 |  |
| CHEMED CORP | 0.015415 |  |
| SELECTIVE INSURANCE GROUP INC | 0.015172 |  |
| PRESTIGE CONSUMER HEALTHCARE INC | 0.014966 |  |
| FRANKLIN ELECTRIC CO. INC. | 0.014899 |  |
| QUALYS INC | 0.014368 |  |
| SILGAN HOLDINGS INC | 0.014219 |  |
| VALMONT INDUSTRIES INC | 0.013900 |  |
| AXCELIS TECHNOLOGIES INC | 0.013756 |  |
| COHEN & STEERS | 0.013652 |  |
| PRICESMART INC | 0.013419 |  |
| ACUITY INC | 0.013006 |  |
| TORO CO | 0.012862 | ✓ |
| SPROUTS FMRS MKT INC | 0.012791 |  |
| OCEANEERING INTL | 0.012657 |  |
| MARZETTI COMPANY/THE | 0.012545 |  |
| H&R BLOCK INC | 0.012219 |  |
| CASELLA WASTE SYS INC CL A | 0.012160 |  |
| POWER INTEGRATIONS INC | 0.012006 |  |
| US PHYSICAL THERAPY INC | 0.011790 |  |
| SIMPLY GOOD FOODS CO | 0.011575 |  |
| FOUR CORNERS PRO | 0.011553 |  |
| HAEMONETICS CORP MASS | 0.011302 |  |
| SENSIENT TECHNOLOGIES CORP | 0.010887 |  |
| DOLBY LABORATORIES INC CL A | 0.010783 |  |


## Sources

- N-PORT (fund A) — accession `0000940400-26-022200` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/867297/000094040026022200/0000940400-26-022200-index.htm>
- N-PORT (fund B) — accession `0002066578-26-001402` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/882748/000206657826001402/0002066578-26-001402-index.htm>

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