Nasdaq - Delayed Quote • USD
Virtus KAR Small-Cap Core A (PKSAX)
As of 8:06 AM EDT. Market Open.
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48.98 - YTD Return -0.63%
- Expense Ratio 0.92%
- Category Mid-Cap Growth
- Last Cap Gain 44.00
- Morningstar Rating
- Morningstar Risk Rating Below Average
- Sustainability Rating
- Net Assets 1.97B
- Beta (5Y Monthly) 0.94
- Yield 0.43%
- 5y Average Return --
- Holdings Turnover --
- Last Dividend 0.21
- 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
Mid-Cap Growth
Fund Category
1.97B
Net Assets
2002-08-30
Inception Date
Performance Overview: PKSAX
Trailing returns as of 5/30/2024. Category is Mid-Cap Growth.
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Holdings: PKSAX
Top 10 Holdings (53.14% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorPKSAX
Industrials 39.20%
Financial Services 26.25%
Basic Materials 12.29%
Technology 10.43%
Consumer Cyclical 7.23%
Communication Services 3.64%
Healthcare 0.96%
Real Estate 0.00%
Consumer Defensive 0.00%
Utilities 0.00%
Energy 0.00%
Recent News: PKSAX
Research Reports: PKSAX
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