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.
Virtus KAR Small-Cap Core Fund Class C PKSCX
- NAV / 1-Day Return 29.70 / +1.05 %
- Total Assets 1.6B
-
Adj. Expense Ratio
1.990%
- Expense Ratio 1.990%
- Distribution Fee Level Average
- Share Class Type Level Load
- Category Small Blend
- Investment Style Small Blend
- Min. Initial Investment 2,500
- Status Closed
- TTM Yield 0.00
- Turnover 13%
USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 12:59 AM GMT+0
Morningstar’s Analysis PKSCX
Will PKSCX outperform in the 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 54.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Watts Water Technologies Inc Class A | 7.42 | 136M | Industrials |
Simpson Manufacturing Co Inc | 7.20 | 132M | Basic Materials |
Acushnet Holdings Corp | 6.26 | 115M | Consumer Cyclical |
Primerica Inc | 6.02 | 110M | Financial Services |
The Toro Co | 5.87 | 108M | Industrials |
RBC Bearings Inc | 5.66 | 104M | Industrials |
Landstar System Inc | 4.99 | 92M | Industrials |
FTI Consulting Inc | 4.02 | 74M | Industrials |
EMCOR Group Inc | 3.91 | 72M | Industrials |
First Hawaiian Inc | 3.40 | 62M | Financial Services |
United States