# Portfolio overlap — VCISX vs MIDAX

Comparing **Virtus KAR International Small-Mid Cap Fund** (2026-03-31) and **MFS International New Discovery Fund** (2026-03-31).

- Shared positions: 12
- Virtus KAR International Small-Mid Cap Fund covered by MFS International New Discovery Fund: 0.04735791909895621028555534420
- MFS International New Discovery Fund covered by Virtus KAR International Small-Mid Cap Fund: 0.04735791909895621028555534420

## Virtus KAR International Small-Mid Cap Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| HAW PAR CORP LTD | 0.066128 |  |
| Corporacion Moctezuma S.A.B. de C.V. | 0.060651 |  |
| FINECOBANK SPA | 0.055043 | ✓ |
| CAIXA SEGURIDADE | 0.054315 |  |
| EPIROC AB-B | 0.053883 |  |
| AJ BELL PLC | 0.048127 |  |
| AS ONE CORP | 0.037026 | ✓ |
| SPIRAX GROUP PLC COMMON STOCK | 0.036735 | ✓ |
| MTU AERO ENGINES | 0.035291 | ✓ |
| HOWDEN JOINERY G | 0.035288 | ✓ |
| HAITIAN INTL | 0.031637 | ✓ |
| PASON SYSTEMS INC COMMON STOCK | 0.029864 |  |
| MISUMI GROUP INC | 0.027889 |  |
| KNORR-BREMSE AG | 0.027095 |  |
| RIKEN KEIKI | 0.026384 |  |
| MonotaRO Company, Ltd. | 0.026062 | ✓ |
| HEINEKEN MALAYSI | 0.025246 |  |
| S-1 CORPORATION | 0.023038 |  |
| OOH!MEDIA LTD | 0.022183 |  |
| Sartorius Stedim Biotech S.A. | 0.021372 |  |
| STEADFAST GROUP | 0.021366 | ✓ |
| ALLEGRO.EU SA | 0.020138 |  |
| INFRASTRUTTURE W | 0.019062 | ✓ |
| FORTERRA PLC | 0.016061 | ✓ |
| INTEGRAFIN HOLDINGS PLC | 0.016044 |  |
| MORTGAGE ADVICE BUREAU HOLDINGS LTD | 0.015462 |  |
| NICE INFORMATION | 0.015153 |  |
| RIVERSTONE HLDGS | 0.014450 |  |
| QUALITAS CONTROL | 0.014370 |  |
| DAYAMITRA TELEKO | 0.014310 |  |
| MEITEC GROUP HOL | 0.013646 | ✓ |
| VAT GROUP AG | 0.013434 |  |
| IBSTOCK PLC | 0.013124 |  |
| SARANA MENARA | 0.012467 |  |
| ALTEN | 0.009234 | ✓ |
| BOUVET ASA | 0.008977 |  |
| LUMAX INTERNATIONAL CORP LTD | 0.008587 |  |
| BEIJER REF AB | 0.005611 |  |
| ANHUI GUJINGD-B | 0.003706 |  |
| JAPAN ELEVATOR S | 0.001542 |  |

## MFS International New Discovery Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| MFS Institutional Money Market Portfolio, Class A | 0.024022 |  |
| AGNICO EAGLE MINES LTD | 0.012988 |  |
| ITALGAS SPA | 0.011099 |  |
| ASMPT LTD | 0.010955 |  |
| SYMRISE AG COMMON STOCK | 0.010937 |  |
| OBIC COMPANY LTD | 0.010791 |  |
| ALAMOS GOLD INC A | 0.010317 |  |
| GEA GROUP AG | 0.010217 |  |
| DOLLARAMA INC | 0.010076 |  |
| JPMORGAN US GOVERNMENT MONEY MARKET FUND OPEN-END FUND USD | 0.009546 |  |
| Techtronic Industries Company Limited | 0.008718 |  |
| FED BANK LTD | 0.008570 |  |
| FINECOBANK SPA | 0.008410 | ✓ |
| CELLNEX TELECOM | 0.008339 |  |
| CRANSWICK PLC COMMON STOCK | 0.008317 |  |
| VENTURE CORP LTD | 0.007989 |  |
| AUB GROUP LTD | 0.007566 |  |
| TRIPOD TECH CORP | 0.007355 |  |
| SHIZUOKA FINANCI | 0.006932 |  |
| SAMSUNG ENGINEER | 0.006820 |  |
| KYOTO FINANCIAL | 0.006717 |  |
| GMO PAYMENT GATEWAY INC | 0.006568 |  |
| ELIS SA | 0.006560 |  |
| EURONEXT NV | 0.006330 |  |
| HACHIJUNI NAGANO | 0.006292 |  |
| IPCA LABS LTD | 0.006234 |  |
| SPIRAX GROUP PLC COMMON STOCK | 0.006184 | ✓ |
| ORION CORP/REPUB | 0.006145 |  |
| T HASEGAWA CO | 0.006080 |  |
| SANDS CHINA LTD | 0.006074 |  |
| CTS Eventim AG & Company KGaA | 0.006066 |  |
| DAISEKI CO LTD | 0.006009 |  |
| HISCOX LTD (NE HISCOX BERMUDA) | 0.005953 |  |
| AS ONE CORP | 0.005892 | ✓ |
| JGC HOLDINGS COR | 0.005806 |  |
| DOUZONE BIZON CO | 0.005758 |  |
| SAMSUNG FIRE & M | 0.005712 |  |
| HUGEL INC | 0.005616 |  |
| AVI LTD | 0.005592 |  |
| TMX GROUP LTD | 0.005579 |  |
| CEMBRE SPA | 0.005577 |  |
| CAPITALAND INVES | 0.005571 |  |
| LEGRAND SA COMMON STOCK | 0.005521 |  |
| SWIREPROPERTIES | 0.005498 |  |
| CESC LTD | 0.005491 |  |
| BANK OF IRELAND GROUP PLC | 0.005490 |  |
| GALP ENERGIA SGPS SA | 0.005422 |  |
| SAMSUNG ELECTRO | 0.005402 |  |
| PETRONET LNG LTD | 0.005290 |  |
| STEADFAST GROUP | 0.005128 | ✓ |


## Sources

- N-PORT (fund A) — accession `0000940400-26-022089` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1005020/000094040026022089/0000940400-26-022089-index.htm>
- N-PORT (fund B) — accession `0002071691-26-011420` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/200489/000207169126011420/0002071691-26-011420-index.htm>

---

_Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them._

_Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._

_Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed. See <https://fundwatcher.app/terms/>_