A talented management duo and quality-oriented process earn Virtus KAR Small-Cap Core a Morningstar Analyst Rating of Bronze across all share classes.
Virtus KAR Small-Cap Core C PKSCX
NAV / 1-Day Return
39.40
/
1.36
%
Total Assets
2.0 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
2.010%
Expense Ratio
2.010%
Fee Level
Above Average
Longest Manager Tenure
12.35
years
Category
Mid-Cap Growth
Investment Style
Small GrowthMin. Initial Investment
2,500
Status
Limited
TTM Yield
0.00%
Turnover
19%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will PKSCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
Built on quality.
