PKSAX – Fund Analysis – Virtus KAR Small-Cap Core A | Morningstar

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Will PKSAX outperform in the future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PKSAX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the PKSAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of PKSAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Team changes amid a slump spur a downgrade.

Associate Analyst Elijah Broadbent

Elijah Broadbent

Associate Analyst

Summary

A period of uncharacteristically weak results and an uptick in analyst departures amid broader organizational change prompt a downgrade of Virtus KAR Small-Cap Core’s People Pillar to Above Average from High, while the Process rating remains Above Average.

by Elijah Broadbent

Rated on Sep 11, 2026 Published on Sep 11, 2026

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