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Virtus KAR Small-Cap Core I PKSFX

Medalist Rating as of | See Virtus Investment Hub
  • NAV / 1-Day Return 54.04  /  +0.54 %
  • Total Assets 2.0 Bil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Small Growth
  • Min. Initial Investment 100,000
  • Status Limited
  • TTM Yield 0.51%
  • Turnover 10%

USD | NAV as of Feb 24, 2024 | 1-Day Return as of Feb 24, 2024, 1:24 AM GMT+0

Morningstar’s Analysis PKSFX

Will PKSFX outperform in future?

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

Concentrated on quality.

Analyst Tony Thorn

Tony Thorn

Analyst

Summary

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

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PKSFX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 53.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

EMCOR Group Inc

7.82 136.1 Mil
Industrials

Simpson Manufacturing Co Inc

7.16 124.6 Mil
Basic Materials

FTI Consulting Inc

6.42 111.8 Mil
Industrials

Primerica Inc

5.80 100.9 Mil
Financial Services

Manhattan Associates Inc

5.34 93.0 Mil
Technology

Acushnet Holdings Corp

4.60 80.1 Mil
Consumer Cyclical

CorVel Corp

4.29 74.7 Mil
Financial Services

The Toro Co

4.21 73.2 Mil
Industrials

Landstar System Inc

4.16 72.5 Mil
Industrials

Watts Water Technologies Inc Class A

3.85 66.9 Mil
Industrials