PKSCX – Fund Analysis – Virtus KAR Small-Cap Core C | Morningstar

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Will PKSCX outperform in future?

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

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Process Pillar

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

The People Pillar is our evaluation of the PKSCX 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 PKSCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Concentrated on quality.

Associate Analyst Tony Thorn

Tony Thorn

Associate Analyst

Summary

Virtus KAR Small-Cap Core’s proven managers applying a rigorous, quality-oriented approach make it a great option.

by Tony Thorn

Rated on Sep 18, 2023 Published on Sep 18, 2023

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