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

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56.95 -0.01    -0.02%
07:00:00 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Virtus
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.45B
Virtus Small-Cap Core I 56.95 -0.01 -0.02%

Virtus Kar Small-cap Core Fund Class I 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. (ISIN: US92828N5288)
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Rating
1-Year Change10.8%
Prev. Close56.96
Risk Rating
TTM Yield0.41%
ROE24.97%
IssuerVirtus
Turnover5%
ROA12.76%
Inception Date35356
Total Assets1.45B
Expenses1.01%
Min. Investment100,000
Market Cap7.68B
CategorySmall Blend
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1231 1104 1321 1523 2136 4664
Fund Return 23.11% 10.37% 32.14% 15.05% 16.39% 16.65%
Place in category 121 90 344 10 9 2
% in Category 19 17 58 2 2 1

Top Equity Funds by Virtus

  Name Rating Total Assets YTD% 3Y% 10Y%
  Virtus KAR Mid Cap Core Fund Classi 2.45B 13.03 4.92 12.12
  Virtus Small-Cap Sustainable Growt 2.02B 20.69 0.33 15.23
  RidgeWorth Ceredex Mid-Cap Value EI 1.13B 16.66 5.95 8.20
  Virtus KAR International Small Capi 811.25M 6.84 -4.38 7.27
  Virtus Quality Small-Cap I 625.25M 20.64 4.33 9.99

Top Funds for Small Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Small Cap Index Adm 61.56B 23.28 7.50 10.06
  Fidelity Small Cap Index Instl Pre 29.53B 21.69 5.11 9.20
  Vanguard Small Cap Index I 24.71B 23.28 7.51 10.07
  DFA US Small Cap I 16.43B 20.81 8.80 9.91
  Vanguard Small Cap Index InstlPlus 13.1B 23.30 7.52 10.09

Top Holdings

Name ISIN Weight % Last Change %
  EMCOR US29084Q1004 9.56 457.77 +0.85%
  Simpson Manufacturing US8290731053 6.73 165.73 +0.11%
  FTI Consulting US3029411093 5.96 191.09 -0.02%
  Primerica US74164M1080 5.64 273.09 +0.62%
  CorVel US2210061097 5.23 110.97 -0.26%

Technical Summary

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