Nasdaq - Delayed Quote USD

Virtus KAR Small-Cap Core C (PKSCX)

36.17
-0.03
(-0.08%)
At close: May 30 at 8:04:20 PM EDT
Loading Chart for PKSCX
  • Previous Close 36.20
  • YTD Return -8.54%
  • Expense Ratio 1.99%
  • Category Small Blend
  • Last Cap Gain 44.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 2.01B
  • Beta (5Y Monthly) 1.02
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 5.00%
  • Last Dividend 0.03
  • Inception Date Aug 30, 2002

Under normal circumstances, the fund invests at least 80% of its assets in common stocks of small market capitalization companies. It pursues long-term capital appreciation in the small capitalization market while seeking to incur less risk than the small capitalization market. The fund invests in a select group of small market capitalization companies believed by the fund's subadviser to possess sustainable competitive advantages at prices the subadviser deems attractive.

Virtus

Fund Family

Small Blend

Fund Category

2.01B

Net Assets

2002-08-30

Inception Date

Performance Overview: PKSCX

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Trailing returns as of 5/29/2025. Category is Small Blend.

YTD Return

PKSCX
8.54%
Category
20.19%
 

1-Year Return

PKSCX
3.96%
Category
60.18%
 

3-Year Return

PKSCX
11.90%
Category
11.32%
 

5-Year Return

PKSCX
13.44%
Category
13.88%
 

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Holdings: PKSCX

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Sector Weightings

SectorPKSCX
Industrials   39.14%
Technology   9.46%
Real Estate   0.00%
Utilities   0.00%
Energy   0.00%
Healthcare   0.00%

Recent News: PKSCX

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Research Reports: PKSCX

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