Nasdaq - Delayed Quote USD

Virtus KAR Small-Cap Core C (PKSCX)

36.26 +0.21 (+0.58%)
At close: May 31 at 8:01 PM EDT
Loading Chart for PKSCX
DELL
  • Previous Close 36.05
  • YTD Return -0.85%
  • 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 0.08%
  • 5y Average Return --
  • Holdings Turnover --
  • 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

Mid-Cap Growth

Fund Category

1.97B

Net Assets

2002-08-30

Inception Date

Performance Overview: PKSCX

Trailing returns as of 5/30/2024. Category is Mid-Cap Growth.

YTD Return

PKSCX
0.85%
Category
10.80%
 

1-Year Return

PKSCX
17.41%
Category
48.17%
 

3-Year Return

PKSCX
6.97%
Category
21.26%
 

5-Year Return

PKSCX
11.79%
Category
20.18%
 

People Also Watch

Holdings: PKSCX

Top 10 Holdings (53.14% of Total Assets)

SymbolCompany% Assets
SSD
Simpson Manufacturing Co., Inc. 8.28%
EME
EMCOR Group, Inc. 7.11%
FCN
FTI Consulting, Inc. 6.21%
PRI
Primerica, Inc. 5.20%
MANH
Manhattan Associates, Inc. 5.05%
GOLF
Acushnet Holdings Corp. 4.77%
CRVL
CorVel Corporation 4.48%
TTC
The Toro Company 4.11%
WTS
Watts Water Technologies, Inc. 4.04%
LSTR
Landstar System, Inc. 3.89%

Sector Weightings

SectorPKSCX
Industrials   39.20%
Technology   10.43%
Healthcare   0.96%
Real Estate   0.00%
Utilities   0.00%
Energy   0.00%

Recent News: PKSCX

Research Reports: PKSCX

Top Mutual Funds