Nasdaq - Delayed Quote USD

Virtus KAR Small-Cap Core C (PKSCX)

37.51 -0.33 (-0.87%)
At close: 8:01 PM EDT

Investment Information

Min Initial Investment
2,500
Min Initial Investment, IRA
1
Min Initial Investment, AIP
1
Min Subsequent Investment
100
Min Subsequent Investment, IRA
1
Min Subsequent Investment, AIP
1

Broker Availability

  • Commonwealth Universe
  • Kestra Financial
  • Allowab (non-advisory)

Fund Summary

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.

Fund Overview

Category Mid-Cap Growth
Fund Family Virtus
Net Assets 2.27B
YTD Return 10.82%
Yield 0.07%
Morningstar Rating
Inception Date Aug 30, 2002

Performance & Risk

YTD Return 7.20%
5y Average Return 12.85%
Rank in Category (ytd) 39
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.93
Morningstar Risk Rating

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