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Virtus KAR Small-Cap Core A PKSAX

Analyst rating as of
NAV / 1-Day Return
41.73  /  1.35 %
Total Assets
1.7 Bil
Adj. Expense Ratio
1.270%
Expense Ratio
1.260%
Distribution Fee Level
Above Average
Share Class Type
Front Load
Category
Mid-Cap Growth
Investment Style
Small Blend
Min. Initial Investment
2,500
Status
Limited
TTM Yield
0.00
Turnover
19%

Morningstar’s Analysis PKSAX

Will PKSAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Quality over quantity.

Associate Analyst

Summary

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Increased conviction in Virtus KAR Small-Cap Core’s managers and their ability to add talent to their team earns an upgraded People rating of High, which raises its Morningstar Analyst Rating to Silver from Bronze for all share classes except R6, which moves to Gold from Bronze.

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