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Morningstar

Virtus KAR Small-Cap Core C PKSCX

Morningstar Analyst Rating
Analyst rating as of | See Virtus Investment Hub
  • NAV / 1-Day Return 31.72  /  0.00
  • Total Assets 1.7 Bil
  • Adj. Expense Ratio
    2.000%
  • Expense Ratio 1.990%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Mid-Cap Growth
  • Investment Style Small Blend
  • Min. Initial Investment 2,500
  • Status Limited
  • TTM Yield 0.00
  • Turnover 9%

USD | NAV as of Feb 04, 2023 | 1-Day Return as of Feb 04, 2023, 1:32 AM GMT+00:00

Morningstar’s Analysis PKSCX

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.

Quality over quantity.

Analyst

Summary

| by Anthony Thorn

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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