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Virtus Kar Small-cap Growth Fund Class I (PXSGX)

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39.62 +0.81    +2.09%
22/11 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 2.26B
Type:  Fund
Market:  United States
Issuer:  Virtus
Asset Class:  Equity
Virtus Small-Cap Sustainable Growth I 39.62 +0.81 +2.09%

PXSGX Overview

 
On this page you'll find an in-depth profile of Virtus Kar Small-cap Growth Fund Class I. Learn about the key management, total assets, investment strategy and contact information of PXSGX among other information.
Category

Small Growth

Total Assets

2.26B

Expenses

1.10%

Inception Date

38896

Investment Strategy

The investment seeks long-term capital appreciation. 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 growth 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.

Contact Information

Address Greenfield, MA, 01301
Greenfield,MA 01301
United States
Phone +1 8002431574

Top Executives

Name Title Since Until
Jon K Christensen Portfolio Manager 2009 Now
Biography Jon K. Christensen, CFA is a Portfolio Manager and a Senior Research Analyst with primary research responsibilities for the small and mid-capitalization health-care and industrials sector. He began his equity research career in 1995. Before joining Kayne Anderson Rudnick in 2001, Mr. Christensen was a Portfolio Manager and Senior Research Analyst for Doheny Asset Management. He earned a B.S. in Mathematics/Applied Science from the University of California, Los Angeles, and an MBA from the California State University, Long Beach. Mr. Christensen is a CFA charterholder.
Todd Beiley Portfolio Manager 2008 Now
Biography Todd Beiley, CFA is Head of Research, Portfolio Manager, and Senior Research Analyst with primary research responsibilities for the small and mid-capitalization financials (insurance industry) & information technology sectors. As Head of Research, Mr. Beiley leads our research process and oversees the firm’s team of equity research analysts. Mr. Beiley began his equity research career in 1999. Before joining Kayne Anderson Rudnick in 2002, he worked as an Associate Analyst in equity research at Prudential Securities and before that was an Equity Research Associate at RNC Capital Management. Mr. Beiley earned a B.S. in Finance from Northern Arizona University and an MBA from the University of Southern California. Mr. Beiley is a CFA charterholder.
Robert A. Schwarzkopf Portfolio Manager 2006 2013
Biography Schwarzkopf is a portfolio manager with Kayne Anderson Investment Management, his employer since 1991. Before joining Kayne, he was a member of the Investment Policy Committee at the Pilgrim Group of Mutual Funds and portfolio manager for Pilgrim Regional Bankshares. Schwarzkopf has approximately 25 years of investment industry experience. Schwarzkopf holds the Chartered Financial Analyst designation.
Sandi L. Gleason Portfolio Manager 2006 2009
Biography Gleason is a portfolio manager with Kayne Anderson Investment Management, her employer since 1993. Prior to joining the firm, she was a senior consultant for Peterson Consulting. Gleason has over 11 years of investment industry experience. Gleason holds the Chartered Financial Analyst designation.
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