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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
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 2.26B
Virtus Small-Cap Sustainable Growth I 39.62 +0.81 +2.09%

PXSGX Overview

 
Find basic information about the Virtus Kar Small-cap Growth 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 PXSGX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change22.16%
Prev. Close38.81
Risk Rating
TTM Yield0%
ROE21.60%
IssuerN/A
Turnover9%
ROA11.95%
Inception Date38896
Total Assets2.26B
Expenses1.10%
Min. Investment100,000
Market Cap3.98B
CategorySmall Growth
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Virtus Kar Small-cap Growth Fund Class I Analysis


Performance

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Condition

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Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1083 1022 1248 882 1430 3748
Fund Return 8.34% 2.19% 24.82% -4.11% 7.41% 14.12%
Place in category 413 123 500 318 365 7
% in Category 69 18 89 63 75 3

Top Equity Funds by Virtus

  Name Rating Total Assets YTD% 3Y% 10Y%
  Virtus KAR Mid Cap Core Fund Classi 2.57B 6.84 2.53 11.97
  Virtus Small-Cap Core I 1.57B 10.78 9.99 15.79
  RidgeWorth Ceredex Mid-Cap Value EI 1.2B 8.78 2.69 7.73
  Virtus KAR International Small Capi 830.04M 7.17 -5.85 7.03
  Virtus Quality Small-Cap I 679.6M 8.80 0.07 9.01

Top Funds for Small Growth Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Explorer Adm 18.81B 8.97 -0.27 10.31
  Vanguard Small Cap Growth Index Adm 14B 10.85 -2.75 8.72
  Neuberger Berman Genesis R6 5.09B 10.06 1.71 9.99
  T. Rowe Price QM US Small-Cap Gr Eq 4.93B 13.87 2.08 -
  T. Rowe Price Instl Small-Cap Stock 4.87B 8.97 -1.03 9.85

Top Holdings

Name ISIN Weight % Last Change %
Ryan Specialty Holdings Inc Class A - 9.43 - -
  Morningstar US6177001095 7.86 346.21 +1.81%
  AAON US0003602069 7.75 137.42 +1.37%
  Auto Trader Group Plc GB00BVYVFW23 6.87 830.00 +2.57%
  Rightmove GB00BGDT3G23 5.27 619.40 +3.06%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy BUY
Summary Strong Buy Strong Buy Buy
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