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Morningstar

Virtus KAR Small-Cap Core C PKSCX

Morningstar Medalist Rating
Medalist Rating as of | See Virtus Investment Hub
  • NAV / 1-Day Return 34.95  /  −1.19 %
  • Total Assets 2.0 Bil
  • Adj. Expense Ratio
    1.990%
  • Expense Ratio 1.990%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Mid-Cap Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,500
  • Status Limited
  • TTM Yield 0.07%
  • Turnover 10%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 12:17 AM GMT+0

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.

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 Published on

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Portfolio Holdings PKSCX

More PKSCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 53.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Simpson Manufacturing Co Inc

8.28 161.8 Mil
Basic Materials

EMCOR Group Inc

7.11 139.0 Mil
Industrials

FTI Consulting Inc

6.21 121.3 Mil
Industrials

Primerica Inc

5.20 101.7 Mil
Financial Services

Manhattan Associates Inc

5.05 98.8 Mil
Technology

Acushnet Holdings Corp

4.77 93.2 Mil
Consumer Cyclical

CorVel Corp

4.48 87.6 Mil
Financial Services

The Toro Co

4.11 80.4 Mil
Industrials

Watts Water Technologies Inc Class A

4.04 79.0 Mil
Industrials

Landstar System Inc

3.89 76.1 Mil
Industrials