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

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52.18 +0.07    +0.13%
26/04 - Closed. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.31B
Virtus Small-Cap Core I 52.18 +0.07 +0.13%

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 Change14.71%
Prev. Close52.11
Risk Rating
TTM Yield0.46%
ROE26.13%
IssuerN/A
Turnover10%
ROA12.91%
Inception Date35356
Total Assets1.31B
Expenses1%
Min. Investment100,000
Market Cap6.54B
CategoryMid - Cap Growth
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Virtus Kar Small-cap Core Fund Class I Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1080 1080 1293 1421 2124 4437
Fund Return 8.01% 8.01% 29.29% 12.42% 16.26% 16.07%
Place in category 380 380 55 4 7 1
% in Category 66 66 12 1 2 1

Top Equity Funds by Virtus

  Name Rating Total Assets YTD% 3Y% 10Y%
  Virtus Small-Cap Sustainable Growt 2.33B 3.86 -2.44 14.31
  Virtus KAR Mid Cap Core Fund Classi 2.26B 6.10 7.47 13.08
  RidgeWorth Ceredex Mid-Cap Value EI 1.43B 9.24 6.48 8.25
  Virtus KAR International Small Capi 842.45M -1.04 -5.80 5.81
  Virtus Quality Small-Cap I 587.67M 3.91 -0.35 8.87

Top Funds for Mid-Cap Growth Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  T. Rowe Price Mid-Cap Growth I 12.44B 8.50 4.20 -
  T. Rowe Price Mid-Cap Growth 12.33B 8.47 4.07 11.20
  T. Rowe Price New Horizons I 11.2B 6.12 -3.10 -
  Principal MidCap Institutional 11.68B 10.97 9.12 12.70
  Vanguard Mid-Cap Growth Index Admir 11.87B 7.56 3.89 10.63

Top Holdings

Name ISIN Weight % Last Change %
  Simpson Manufacturing US8290731053 8.28 173.55 +1.60%
  EMCOR US29084Q1004 7.11 353.96 +1.32%
  FTI Consulting US3029411093 6.21 211.43 -1.80%
  Primerica US74164M1080 5.20 213.41 -2.37%
  Manhattan Associates US5627501092 5.05 209.02 +0.35%

Technical Summary

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