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

US Funds

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57.26 +0.61 +1.08%

03/01 - Closed. Currency in USD

Type: Fund

Market: United States

Issuer: Virtus

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.44B

General
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PKSFX Holdings

Comprehensive information about top holdings and Key Holding Information for the Virtus Small-Cap Core I (PKSFX) fund. Our Virtus Small-Cap Core I portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	7.62	7.62	0.00
Stocks	92.38	92.38	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	22.06	15.52
Price to Book	3.97	1.93
Price to Sales	2.56	1.29
Price to Cash Flow	17.96	8.66
Dividend Yield	1.15	1.47
5 Years Earnings Growth	8.47	11.99

Sector Allocation

Name	Net %	Category Average
Industrials	41.78	19.20
Financial Services	28.25	17.31
Basic Materials	11.13	5.14
Technology	8.91	14.31
Consumer Cyclical	6.25	12.28
Communication Services	3.68	2.37

Region Allocation

Equities

North America
Europe Developed

Developed Markets

Top Holdings

Number of long holdings: 29

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
EMCOR	US29084Q1004	9.56	473.65	+3.50%
Simpson Manufacturing	US8290731053	6.73	166.67	+1.37%
FTI Consulting	US3029411093	5.96	191.59	+0.93%
Primerica	US74164M1080	5.64	276.40	+1.71%
CorVel	US2210061097	5.23	110.72	+1.43%
Acushnet Holdings	US0050981085	3.75	71.91	-0.03%
Kadant	US48282T1043	3.73	352.00	+1.44%
Moelis & Co	US60786M1053	3.68	74.86	+0.89%
Ufp Industries	US90278Q1085	3.56	111.44	+0.25%
Watts Water Technologies	US9427491025	3.52	203.18	+1.30%

Top Equity Funds by Virtus

Name	Total Assets	YTD%	3Y%	10Y%
Virtus KAR Mid Cap Core Fund Classi	2.44B	13.03	4.92	12.12
Virtus Small-Cap Sustainable Growt	2B	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	809.8M	6.84	-4.38	7.27
Virtus Quality Small-Cap I	618.83M	20.64	4.33	9.99

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Virtus Small-Cap .	57.26	+0.61	+1.08%