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Virtus Kar Small-cap Core Fund Class I (PKSFX)

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58.33 +0.52 +0.90%

05/02 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 1.47B

Type: Fund

Market: United States

Issuer: Virtus

Asset Class: Equity

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PKSFX Overview

Find basic information about the Virtus Kar Small-cap Core Fund Class I mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add PKSFX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change12.21%

Prev. Close57.81

Risk Rating

TTM Yield0.20%

ROE24.97%

IssuerVirtus

Turnover5%

ROA12.76%

Inception Date35356

Total Assets1.47B

Expenses1.01%

Min. Investment100,000

Market Cap7.68B

CategorySmall Blend

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Virtus Kar Small-cap Core Fund Class I Analysis

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 32

EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1138	993	1138	1343	1938	4268
Fund Return	13.81%	-0.69%	13.81%	10.33%	14.15%	15.62%
Place in category	127	408	127	9	10	2
% in Category	20	65	20	2	3	1

Top Equity Funds by Virtus

Name	Total Assets	YTD%	3Y%	10Y%
Virtus KAR Mid Cap Core Fund Classi	2.48B	5.20	1.17	11.32
Virtus Small-Cap Sustainable Growt	1.96B	9.72	-2.69	13.81
RidgeWorth Ceredex Mid-Cap Value EI	1.13B	9.95	1.65	7.55
Virtus KAR International Small Capi	790.12M	4.10	-5.82	7.25
Virtus Quality Small-Cap I	665.46M	9.81	-0.33	8.80

Top Funds for Small Blend Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Small Cap Index Adm	56.8B	14.23	3.61	9.09
Fidelity Small Cap Index Instl Pre	27.16B	11.69	1.41	7.96
Vanguard Small Cap Index I	22.52B	14.23	3.63	9.10
DFA US Small Cap I	16.92B	11.49	4.29	8.78
Vanguard Small Cap Index InstlPlus	12.32B	14.25	3.63	9.11

Top Holdings

Name	ISIN	Weight %	Last	Change %
EMCOR	US29084Q1004	9.56	456.65	+2.62%
Simpson Manufacturing	US8290731053	6.73	167.59	+1.41%
FTI Consulting	US3029411093	5.96	194.76	+0.61%
Primerica	US74164M1080	5.64	295.85	+1.60%
CorVel	US2210061097	5.23	128.46	+3.07%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	BUY	Strong Sell	Strong Buy
Summary	Buy	Neutral	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Virtus Small-Cap .	58.33	+0.52	+0.90%