Virtus KAR Small-Cap Core’s proven managers applying a rigorous, quality-oriented approach make it a great option.
Virtus KAR Small-Cap Core C PKSCX
- NAV / 1-Day Return 35.85 / +0.84 %
- Total Assets 2.0 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.990%
- Distribution Fee Level Above Average
- Share Class Type Level Load
- Category Mid-Cap Growth
- Investment Style Small Growth
- Min. Initial Investment 2,500
- Status Limited
- TTM Yield 0.08%
- Turnover 10%
USD | NAV as of May 04, 2024 | 1-Day Return as of May 04, 2024, 12:13 AM GMT+0
Morningstar’s Analysis PKSCX
Will PKSCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 53.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Simpson Manufacturing Co Inc | 8.28 | 161.8 Mil | Basic Materials |
EMCOR Group Inc | 7.11 | 139.0 Mil | Industrials |
FTI Consulting Inc | 6.21 | 121.3 Mil | Industrials |
Primerica Inc | 5.20 | 101.7 Mil | Financial Services |
Manhattan Associates Inc | 5.05 | 98.8 Mil | Technology |
Acushnet Holdings Corp | 4.77 | 93.2 Mil | Consumer Cyclical |
CorVel Corp | 4.48 | 87.6 Mil | Financial Services |
The Toro Co | 4.11 | 80.4 Mil | Industrials |
Watts Water Technologies Inc Class A | 4.04 | 79.0 Mil | Industrials |
Landstar System Inc | 3.89 | 76.1 Mil | Industrials |