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

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63.60 +0.75    +1.19%
22/11 - Closed. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.57B
Virtus Small-Cap Core I 63.60 +0.75 +1.19%

PKSFX Overview

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

Mid-Cap Growth

Total Assets

1.57B

Expenses

1%

Inception Date

35356

Contact Information

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

Top Executives

Name Title Since Until
Todd Beiley Portfolio Manager 2009 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.
Jon K Christensen Portfolio Manager 2008 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.
Robert A. Schwarzkopf Portfolio Manager 1996 2014
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 1998 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.
Craig Stone Portfolio Manager 2008 2008
Biography Craig Stone is Co-Chief Investment Officer, Portfolio Manager, Senior Research Analyst and a member of the Executive Management Committee. Mr. Stone’s primary research responsibilities are for the small and mid-capitalization real estate and consumer staples sectors. Mr. Stone began his equity research career in 1990. Before joining Kayne Anderson Rudnick in 2000, Mr. Stone was a Portfolio Manager at Doheny Asset Management. He earned a B.S. in International Business from San Francisco State University and an MBA from the University of Southern California.
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